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PVIVX vs. ADUS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PVIVX vs. ADUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Paradigm Micro-cap Fund (PVIVX) and Addus HomeCare Corporation (ADUS). The values are adjusted to include any dividend payments, if applicable.

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PVIVX vs. ADUS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PVIVX
Paradigm Micro-cap Fund
-1.09%-4.81%13.48%17.89%-20.62%27.94%46.96%22.38%-10.88%15.82%
ADUS
Addus HomeCare Corporation
-12.79%-14.33%35.00%-6.67%6.40%-20.14%20.44%43.22%95.06%-0.71%

Returns By Period

In the year-to-date period, PVIVX achieves a -1.09% return, which is significantly higher than ADUS's -12.79% return. Over the past 10 years, PVIVX has underperformed ADUS with an annualized return of 11.35%, while ADUS has yielded a comparatively higher 18.48% annualized return.


PVIVX

1D
-1.90%
1M
-11.09%
YTD
-1.09%
6M
-5.57%
1Y
10.38%
3Y*
5.63%
5Y*
1.56%
10Y*
11.35%

ADUS

1D
-0.77%
1M
-9.54%
YTD
-12.79%
6M
-20.63%
1Y
-5.30%
3Y*
-4.27%
5Y*
-2.54%
10Y*
18.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PVIVX vs. ADUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PVIVX
PVIVX Risk / Return Rank: 1515
Overall Rank
PVIVX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
PVIVX Sortino Ratio Rank: 1616
Sortino Ratio Rank
PVIVX Omega Ratio Rank: 1414
Omega Ratio Rank
PVIVX Calmar Ratio Rank: 1616
Calmar Ratio Rank
PVIVX Martin Ratio Rank: 1414
Martin Ratio Rank

ADUS
ADUS Risk / Return Rank: 3333
Overall Rank
ADUS Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
ADUS Sortino Ratio Rank: 2929
Sortino Ratio Rank
ADUS Omega Ratio Rank: 3030
Omega Ratio Rank
ADUS Calmar Ratio Rank: 3737
Calmar Ratio Rank
ADUS Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PVIVX vs. ADUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and Addus HomeCare Corporation (ADUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


PVIVXADUSDifference

Sharpe ratio

Return per unit of total volatility

0.34

-0.17

+0.51

Sortino ratio

Return per unit of downside risk

0.69

-0.03

+0.71

Omega ratio

Gain probability vs. loss probability

1.09

1.00

+0.09

Calmar ratio

Return relative to maximum drawdown

0.47

-0.16

+0.63

Martin ratio

Return relative to average drawdown

1.28

-0.44

+1.72

PVIVX vs. ADUS - Sharpe Ratio Comparison

The current PVIVX Sharpe Ratio is 0.34, which is higher than the ADUS Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of PVIVX and ADUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PVIVXADUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

-0.17

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

-0.07

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.02

0.47

-0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.35

-0.33

Correlation

The correlation between PVIVX and ADUS is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

PVIVX vs. ADUS - Dividend Comparison

PVIVX's dividend yield for the trailing twelve months is around 16.11%, while ADUS has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
PVIVX
Paradigm Micro-cap Fund
16.11%15.93%6.40%0.00%0.00%1.11%5.25%0.01%14.09%6.88%3.61%1.32%
ADUS
Addus HomeCare Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PVIVX vs. ADUS - Drawdown Comparison

The maximum PVIVX drawdown since its inception was -95.67%, which is greater than ADUS's maximum drawdown of -70.37%. Use the drawdown chart below to compare losses from any high point for PVIVX and ADUS.


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Drawdown Indicators


PVIVXADUSDifference

Max Drawdown

Largest peak-to-trough decline

-95.67%

-70.37%

-25.30%

Max Drawdown (1Y)

Largest decline over 1 year

-14.84%

-23.71%

+8.87%

Max Drawdown (5Y)

Largest decline over 5 years

-95.67%

-36.10%

-59.57%

Max Drawdown (10Y)

Largest decline over 10 years

-95.67%

-53.38%

-42.29%

Current Drawdown

Current decline from peak

-94.57%

-31.10%

-63.47%

Average Drawdown

Average peak-to-trough decline

-16.15%

-23.83%

+7.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.44%

8.44%

-3.00%

Volatility

PVIVX vs. ADUS - Volatility Comparison

Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 8.39% compared to Addus HomeCare Corporation (ADUS) at 5.95%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than ADUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PVIVXADUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.39%

5.95%

+2.44%

Volatility (6M)

Calculated over the trailing 6-month period

17.65%

23.36%

-5.71%

Volatility (1Y)

Calculated over the trailing 1-year period

29.19%

31.27%

-2.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

887.36%

34.98%

+852.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

627.66%

39.81%

+587.85%