Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFSIM (AmTrust Financial Services Inc ADR Series E) | 6.70% | 24.34% | 18.41% | 5.02% | 6.07% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFSIM (AmTrust Financial Services Inc ADR Series E) | 03/18/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 24.34 | 18.41 | 5.02 | 6.07 | NA | NA | … | … | 6.70 | 17.70 | 26.36 | -6.35 | -5.40 | 27.03 | 5.04 | 57.07 | -38.19 | -2.93 | 7.14 |
| Sharpe Ratio | NA | 0.53 | 0.37 | 0.07 | 0.10 | NA | NA | … | … | 0.42 | 0.32 | 0.67 | -0.21 | -0.18 | 0.51 | 0.13 | 0.79 | -1.07 | -0.17 | 0.85 |
| Standard Deviation(%) | NA | 41.00 | 41.23 | 44.62 | 42.81 | NA | NA | … | … | 33.03 | 46.36 | 33.94 | 47.18 | 37.93 | 53.38 | 35.57 | 70.37 | 37.16 | 20.76 | 10.53 |
| Draw Down(%) | NA | 13.70 | 13.70 | 32.86 | 65.79 | NA | NA | … | … | 9.37 | 13.70 | 12.01 | 18.63 | 16.62 | 32.86 | 29.35 | 51.25 | 45.41 | 15.64 | 8.26 |
| Yield(%) | 3.17 | 14.13 | 14.34 | 8.85 | 7.44 | 5.24 | 3.93 | … | … | 6.55 | 13.35 | 15.07 | 12.10 | 10.20 | 12.14 | 11.04 | 13.38 | 8.65 | 7.46 | 5.72 |
Data as of 06/05/2026, Common starting date is 03/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIM (AmTrust Financial Services Inc ADR Series E) |
-15.09%
Apr 2016 – Apr 2019 |
0.55%
Jul 2018 – Jul 2023 |
5.93%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIM (AmTrust Financial Services Inc ADR Series E) |
51.46%
Jan 2019 – Jan 2022 |
25.25%
Jan 2019 – Jan 2024 |
6.18%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart