Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFSIB (AmTrust Financial Services Inc ADR Series B) | 5.61% | 18.82% | 13.38% | 3.86% | 5.04% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFSIB (AmTrust Financial Services Inc ADR Series B) | 03/26/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 18.82 | 13.38 | 3.86 | 5.04 | NA | NA | … | … | 5.61 | 17.32 | 20.58 | -7.57 | -2.57 | 28.50 | -2.14 | 64.85 | -38.67 | -5.94 | 6.13 | 8.45 |
| Sharpe Ratio | NA | 0.35 | 0.35 | 0.04 | 0.08 | NA | NA | … | … | 0.20 | 0.33 | 0.67 | -0.21 | -0.16 | 0.90 | -0.05 | 0.93 | -1.03 | -0.31 | 0.60 | 1.42 |
| Standard Deviation(%) | NA | 43.05 | 38.55 | 38.15 | 40.82 | NA | NA | … | … | 41.64 | 43.94 | 25.37 | 53.89 | 25.00 | 31.69 | 46.64 | 68.45 | 38.82 | 21.70 | 9.86 | 7.82 |
| Draw Down(%) | NA | 13.59 | 16.16 | 46.18 | 65.87 | NA | NA | … | … | 7.78 | 13.59 | 10.29 | 35.06 | 12.63 | 21.43 | 32.39 | 48.03 | 40.17 | 19.26 | 7.24 | 3.41 |
| Yield(%) | 3.24 | 13.83 | 12.89 | 8.63 | 7.09 | 5.53 | 4.15 | … | … | 6.54 | 13.47 | 14.44 | 11.47 | 10.19 | 11.71 | 10.38 | 13.06 | 8.07 | 7.19 | 7.11 | 7.18 |
Data as of 06/03/2026, Common starting date is 03/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIB (AmTrust Financial Services Inc ADR Series B) |
-24.38%
Jan 2016 – Jan 2019 |
-2.90%
Jul 2015 – Jul 2020 |
4.46%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIB (AmTrust Financial Services Inc ADR Series B) |
44.73%
Jan 2019 – Jan 2022 |
21.56%
Jan 2019 – Jan 2024 |
5.94%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart