Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIMC (Altra Industrial Motion Corp) | NA | 62.11% | 54.36% | 7.92% | 10.33% | 11.98% | NA | … | … |
Data as of 03/27/2023, Common starting date is 12/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIMC (Altra Industrial Motion Corp) | 12/15/2006 | 03/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.42 | 62.11 | 54.36 | 7.92 | 10.33 | 11.98 | NA | … | … | 4.04 | 17.82 | -6.18 | 55.25 | 47.01 | -49.18 | 37.26 | 50.24 | -9.73 | -15.83 | 57.30 | 18.11 | -5.19 | 60.81 | 56.13 | -52.44 | 18.36 | -1.68 |
| Sharpe Ratio | NA | 1.07 | 1.03 | 0.13 | 0.23 | NA | NA | … | … | 2.29 | 0.29 | -0.15 | 0.70 | 1.08 | -1.61 | 1.40 | 1.82 | -0.39 | -0.59 | 1.81 | 0.54 | -0.08 | 1.36 | 0.67 | -0.74 | 0.42 | -1.03 |
| Standard Deviation(%) | NA | 53.02 | 51.93 | 51.96 | 41.66 | NA | NA | … | … | 5.63 | 56.18 | 41.45 | 77.67 | 42.18 | 31.41 | 26.20 | 27.37 | 25.32 | 26.95 | 31.66 | 33.47 | 64.72 | 44.49 | 84.07 | 71.77 | 36.63 | 39.89 |
| Draw Down(%) | NA | 25.57 | 51.09 | 70.61 | 74.37 | NA | NA | … | … | 1.02 | 38.61 | 30.27 | 64.84 | 36.23 | 54.44 | 12.65 | 15.83 | 21.94 | 28.69 | 20.43 | 31.93 | 60.34 | 24.51 | 62.98 | 70.57 | 19.66 | 4.74 |
| Yield(%) | 0.00 | 0.93 | 1.69 | 0.98 | 1.85 | 2.61 | 1.83 | … | … | 0.15 | 0.68 | 0.55 | 0.85 | 2.59 | 1.37 | 1.75 | 2.43 | 2.00 | 1.39 | 1.68 | 0.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/27/2023, Common starting date is 12/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIMC (Altra Industrial Motion Corp) |
-22.11%
Mar 2017 – Mar 2020 |
-7.04%
Mar 2015 – Mar 2020 |
3.83%
Mar 2010 – Mar 2020 |
5.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIMC (Altra Industrial Motion Corp) |
70.41%
Mar 2009 – Mar 2012 |
56.65%
Mar 2009 – Mar 2014 |
24.45%
Mar 2009 – Mar 2019 |
12.20%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison Chart