Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFSIP (AmTrust Financial Services Inc ADR Series D) | 8.67% | 21.97% | 18.64% | 4.73% | 5.88% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFSIP (AmTrust Financial Services Inc ADR Series D) | 06/10/2015 | 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 (%) | -1.90 | 21.97 | 18.64 | 4.73 | 5.88 | NA | NA | … | … | 8.67 | 11.40 | 33.17 | -10.51 | -1.00 | 26.61 | -0.59 | 60.25 | -36.71 | -4.93 | 6.82 | 4.93 |
| Sharpe Ratio | NA | 0.26 | 0.36 | 0.09 | 0.11 | NA | NA | … | … | 0.59 | 0.16 | 1.12 | -0.28 | -0.06 | 0.77 | -0.02 | 0.91 | -1.04 | -0.25 | 0.66 | 1.21 |
| Standard Deviation(%) | NA | 56.79 | 44.05 | 42.82 | 41.11 | NA | NA | … | … | 43.93 | 55.18 | 26.41 | 50.11 | 38.00 | 34.35 | 34.91 | 64.63 | 36.78 | 22.49 | 9.99 | 7.32 |
| Draw Down(%) | NA | 16.81 | 16.81 | 40.86 | 65.11 | NA | NA | … | … | 8.97 | 16.81 | 7.36 | 29.03 | 17.41 | 21.41 | 24.24 | 48.60 | 42.31 | 17.61 | 8.49 | 3.29 |
| Yield(%) | 3.08 | 13.92 | 14.49 | 8.77 | 7.33 | 5.48 | 4.11 | … | … | 6.59 | 12.94 | 14.77 | 11.73 | 10.42 | 11.73 | 10.86 | 13.67 | 8.70 | 7.49 | 7.34 | 3.74 |
Data as of 06/03/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIP (AmTrust Financial Services Inc ADR Series D) |
-26.83%
Jan 2016 – Jan 2019 |
-1.97%
Jul 2015 – Jul 2020 |
5.48%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIP (AmTrust Financial Services Inc ADR Series D) |
52.52%
Jan 2019 – Jan 2022 |
24.75%
Jan 2019 – Jan 2024 |
7.06%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart