Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALMFF (Altium Limited) | NA | 99.22% | 24.06% | 16.22% | 39.12% | NA | NA | … | … |
Data as of 08/07/2024, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALMFF (Altium Limited) | 08/14/2012 | 08/07/2024 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.37 | 99.22 | 24.06 | 16.22 | 39.12 | NA | NA | … | … | 58.09 | 33.51 | -22.93 | 17.94 | 7.50 | 62.08 | 50.07 | 86.56 | 78.27 | 38.04 | 30.62 | 67.54 | 156.14 |
| Sharpe Ratio | NA | 2.21 | 0.59 | 0.33 | 0.85 | NA | NA | … | … | 2.44 | 0.90 | -0.58 | 0.36 | 0.14 | 1.91 | 0.91 | 3.12 | 1.47 | 0.78 | 0.82 | 1.14 | 12.85 |
| Standard Deviation(%) | NA | 43.12 | 38.72 | 43.61 | 44.52 | NA | NA | … | … | 45.56 | 32.71 | 42.40 | 49.68 | 51.75 | 31.72 | 53.66 | 27.67 | 53.24 | 48.89 | 37.28 | 59.40 | 89.05 |
| Draw Down(%) | NA | 18.41 | 46.06 | 49.32 | 49.32 | NA | NA | … | … | 9.40 | 18.41 | 46.06 | 28.53 | 49.32 | 14.91 | 29.15 | 9.53 | 26.01 | 29.38 | 14.09 | 27.69 | 11.11 |
| Yield(%) | 0.00 | 2.01 | 1.60 | 1.60 | 12.47 | 36.56 | 27.42 | … | … | 0.98 | 1.55 | 1.21 | 1.51 | 1.60 | 1.51 | 0.96 | 3.52 | 5.45 | 5.33 | 5.37 | 8.16 | 9.46 |
Data as of 08/07/2024, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMFF (Altium Limited) |
-6.29%
Jun 2019 – Jun 2022 |
8.90%
Aug 2018 – Aug 2023 |
29.85%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMFF (Altium Limited) |
101.54%
Feb 2016 – Feb 2019 |
81.59%
Feb 2013 – Feb 2018 |
43.11%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart