Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABTO (AB&T Financial Corp) | NA | 53.33% | 10.95% | 6.84% | 5.41% | -12.47% | NA | … | … |
Data as of 07/01/2024, Common starting date is 05/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABTO (AB&T Financial Corp) | 05/01/2007 | 07/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 53.33 | 10.95 | 6.84 | 5.41 | -12.47 | NA | … | … | 38.00 | -13.79 | -41.15 | 51.19 | 31.33 | -10.71 | -1.75 | 3.64 | 66.67 | 26.92 | -51.85 | -22.86 | -12.50 | -60.00 | -25.93 | -60.87 | -27.75 | -13.18 |
| Sharpe Ratio | NA | 1.18 | 0.05 | 0.04 | 0.04 | NA | NA | … | … | 2.03 | -0.42 | -0.24 | 0.24 | 0.32 | -0.51 | -0.42 | -0.14 | 0.32 | 0.13 | -0.64 | -0.70 | -0.39 | -0.56 | -0.27 | -0.67 | -0.50 | -1.60 |
| Standard Deviation(%) | NA | 41.79 | 146.78 | 133.98 | 115.09 | NA | NA | … | … | 43.15 | 43.25 | 174.19 | 214.97 | 97.97 | 67.20 | 56.12 | 112.10 | 100.78 | 63.91 | 109.13 | 59.24 | 81.10 | 141.30 | 162.23 | 118.58 | 94.92 | 27.06 |
| Draw Down(%) | NA | 11.54 | 57.19 | 57.19 | 75.66 | NA | NA | … | … | 1.92 | 28.33 | 50.28 | 48.57 | 39.64 | 31.03 | 24.32 | 55.20 | 47.92 | 27.50 | 61.11 | 51.58 | 35.00 | 84.44 | 61.43 | 60.87 | 58.76 | 22.37 |
| Yield(%) | 0.00 | 0.00 | 0.66 | 0.75 | 0.48 | 0.03 | 0.01 | … | … | 0.00 | 0.24 | 0.63 | 0.75 | 0.98 | 0.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2024, Common starting date is 05/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABTO (AB&T Financial Corp) |
-56.32%
Oct 2008 – Oct 2011 |
-42.80%
Sep 2009 – Sep 2014 |
-24.67%
Jan 2008 – Jan 2018 |
-17.89%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABTO (AB&T Financial Corp) |
38.67%
Sep 2014 – Sep 2017 |
18.40%
Sep 2016 – Sep 2021 |
7.43%
Oct 2011 – Oct 2021 |
-12.39%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart