Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALITF (Alliance Trust PLC) | -9.60% | 2.55% | 3.58% | 4.46% | 9.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALITF (Alliance Trust PLC) | 01/18/2012 | 06/04/2026 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 2.55 | 3.58 | 4.46 | 9.45 | NA | NA | … | … | -9.60 | 12.02 | 12.05 | 27.89 | -18.10 | 26.56 | 6.51 | 27.37 | -10.10 | 32.25 | 3.21 | 3.57 | 2.63 | 21.65 | 13.40 |
| Sharpe Ratio | NA | -0.15 | 0.26 | 0.06 | 0.31 | NA | NA | … | … | -1.96 | 0.27 | 0.21 | 0.58 | -0.64 | 1.80 | 0.23 | 2.10 | -0.66 | 1.30 | 0.35 | 0.41 | 0.29 | 1.90 | 0.90 |
| Standard Deviation(%) | NA | 19.76 | 36.36 | 30.76 | 25.00 | NA | NA | … | … | 13.76 | 34.82 | 26.08 | 41.19 | 26.02 | 19.00 | 26.86 | 12.39 | 17.47 | 24.44 | 8.48 | 8.54 | 8.86 | 11.38 | 15.64 |
| Draw Down(%) | NA | 11.35 | 26.13 | 26.13 | 26.13 | NA | NA | … | … | 11.35 | 23.20 | 13.41 | 14.20 | 19.13 | 6.69 | 18.00 | 1.63 | 15.70 | 0.00 | 4.37 | 4.91 | 5.94 | 4.62 | 13.58 |
| Yield(%) | 0.00 | 1.27 | 1.59 | 1.71 | 2.74 | 3.21 | 2.41 | … | … | 0.56 | 1.19 | 1.81 | 2.81 | 2.17 | 0.91 | 1.80 | 2.02 | 1.88 | 2.17 | 2.46 | 3.02 | 2.48 | 0.67 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALITF (Alliance Trust PLC) |
0.22%
Sep 2017 – Sep 2020 |
4.75%
Nov 2017 – Nov 2022 |
7.81%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALITF (Alliance Trust PLC) |
18.10%
Feb 2019 – Feb 2022 |
15.85%
Oct 2016 – Oct 2021 |
10.91%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart