Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALTA (Altabancorp) | NA | 120.51% | 11.98% | 19.24% | NA | NA | NA | … | … |
Data as of 10/01/2021, Common starting date is 06/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALTA (Altabancorp) | 06/12/2015 | 10/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.67 | 120.51 | 11.98 | 19.24 | NA | NA | NA | … | … | 63.62 | -4.96 | 1.57 | 0.74 | 14.27 | 58.66 | 5.61 |
| Sharpe Ratio | NA | 3.39 | 0.22 | 0.41 | NA | NA | NA | … | … | 2.90 | -0.06 | 0.01 | -0.02 | 0.48 | 2.14 | 0.44 |
| Standard Deviation(%) | NA | 36.26 | 53.43 | 44.80 | NA | NA | NA | … | … | 32.01 | 82.47 | 27.31 | 23.87 | 28.70 | 27.24 | 23.10 |
| Draw Down(%) | NA | 15.80 | 59.00 | 63.68 | NA | NA | NA | … | … | 15.80 | 54.75 | 20.90 | 25.30 | 9.87 | 16.44 | 10.62 |
| Yield(%) | 1.10 | 5.24 | 2.07 | 2.79 | 1.91 | 1.28 | 0.96 | … | … | 3.32 | 1.87 | 1.60 | 1.35 | 1.28 | 1.70 | 0.73 |
Data as of 10/01/2021, Common starting date is 06/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTA (Altabancorp) |
-13.29%
Sep 2017 – Sep 2020 |
2.66%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTA (Altabancorp) |
30.79%
Aug 2015 – Aug 2018 |
23.84%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart