Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFSIA (AmTrust Financial Services Inc Pref Series A) | 6.43% | 23.12% | 16.52% | 4.96% | 4.99% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFSIA (AmTrust Financial Services Inc Pref Series A) | 06/06/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.89 | 23.12 | 16.52 | 4.96 | 4.99 | NA | NA | … | … | 6.43 | 21.25 | 21.60 | -3.26 | -7.90 | 23.97 | -4.82 | 66.91 | -35.48 | -9.91 | 7.73 | 13.24 | 33.75 | -20.21 |
| Sharpe Ratio | NA | 0.54 | 0.46 | 0.05 | 0.08 | NA | NA | … | … | 0.17 | 0.54 | 0.83 | -0.22 | -0.35 | 0.58 | -0.11 | 1.00 | -1.02 | -0.40 | 0.63 | 1.47 | 2.76 | -1.34 |
| Standard Deviation(%) | NA | 33.81 | 29.87 | 31.52 | 37.48 | NA | NA | … | … | 32.45 | 34.41 | 21.64 | 31.34 | 26.82 | 41.18 | 46.64 | 65.74 | 36.21 | 26.49 | 11.89 | 8.96 | 12.21 | 24.39 |
| Draw Down(%) | NA | 13.24 | 13.24 | 35.23 | 66.08 | NA | NA | … | … | 10.14 | 12.01 | 6.74 | 20.54 | 16.69 | 28.65 | 31.31 | 47.52 | 38.57 | 20.32 | 7.38 | 5.64 | 6.56 | 23.50 |
| Yield(%) | 3.01 | 13.14 | 12.98 | 8.53 | 6.75 | 6.08 | 4.56 | … | … | 6.03 | 12.90 | 13.78 | 11.68 | 9.79 | 11.03 | 9.48 | 12.69 | 8.25 | 6.83 | 6.88 | 8.91 | 8.73 | 3.55 |
Data as of 06/03/2026, Common starting date is 06/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIA (AmTrust Financial Services Inc Pref Series A) |
-23.72%
Jan 2016 – Jan 2019 |
-10.50%
Jan 2014 – Jan 2019 |
2.64%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIA (AmTrust Financial Services Inc Pref Series A) |
42.84%
Jan 2019 – Jan 2022 |
20.68%
Jan 2019 – Jan 2024 |
5.52%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart