Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALEDY (Allied Group Ltd ADR) | NA | 4.57% | -12.04% | 6.79% | 10.40% | NA | NA | … | … |
Data as of 01/29/2024, Common starting date is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALEDY (Allied Group Ltd ADR) | 09/17/2013 | 01/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.57 | -12.04 | 6.79 | 10.40 | NA | NA | … | … | 0.00 | 4.57 | -3.67 | -32.43 | 74.98 | 29.28 | -1.48 | 17.74 | 8.09 | 26.81 | 9.88 | 10.85 |
| Sharpe Ratio | NA | 0.06 | -0.76 | 0.14 | 0.30 | NA | NA | … | … | 0.00 | 0.07 | -0.55 | -1.08 | 0.94 | 1.68 | -0.15 | 1.04 | 0.49 | 0.85 | 0.59 | 2.23 |
| Standard Deviation(%) | NA | 4.48 | 18.43 | 38.79 | 31.25 | NA | NA | … | … | NA | 4.48 | 9.15 | 30.17 | 79.42 | 16.59 | 18.07 | 16.57 | 16.17 | 31.62 | 16.85 | 19.13 |
| Draw Down(%) | NA | 0.00 | 39.80 | 39.80 | 39.80 | NA | NA | … | … | 0.00 | 0.00 | 8.43 | 34.26 | 29.09 | 4.82 | 14.47 | 5.00 | 10.98 | 20.47 | 12.75 | 0.00 |
| Yield(%) | 0.00 | 4.37 | 2.81 | 5.08 | 7.05 | 5.21 | 3.91 | … | … | 0.00 | 4.37 | 4.54 | 2.84 | 4.42 | 5.60 | 5.25 | 4.88 | 5.31 | 4.97 | 4.44 | 0.00 |
Data as of 01/29/2024, Common starting date is 09/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALEDY (Allied Group Ltd ADR) |
-12.04%
Sep 2020 – Sep 2023 |
1.90%
May 2015 – May 2020 |
10.40%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALEDY (Allied Group Ltd ADR) |
30.62%
Dec 2017 – Dec 2020 |
25.77%
Jun 2016 – Jun 2021 |
11.54%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart