RAMSX vs. AVALX

In the year-to-date period, RAMSX achieves a 7.25% return, which is significantly higher than AVALX's 0.08% return. Over the past 10 years, RAMSX has underperformed AVALX with an annualized return of -5.73%, while AVALX has yielded a comparatively higher 10.96% annualized return.

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RAMSX has a 1.23% expense ratio, which is lower than AVALX's 1.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Roumell Opportunistic Value Fund (RAMSX) and Aegis Value Fund (AVALX). 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.

The current RAMSX Sharpe Ratio is 0.46, which is higher than the AVALX Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of RAMSX and AVALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RAMSX's dividend yield for the trailing twelve months is around 4.36%, while AVALX has not paid dividends to shareholders.

The maximum RAMSX drawdown since its inception was -73.95%, smaller than the maximum AVALX drawdown of -79.55%. Use the drawdown chart below to compare losses from any high point for RAMSX and AVALX. For additional features, visit the drawdowns tool.

The current volatility for Roumell Opportunistic Value Fund (RAMSX) is 0.30%, while Aegis Value Fund (AVALX) has a volatility of 9.16%. This indicates that RAMSX experiences smaller price fluctuations and is considered to be less risky than AVALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.