Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALTG (Alta Equipment Group Inc.) | 50.87% | 27.57% | -18.17% | -10.71% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALTG (Alta Equipment Group Inc.) | 04/26/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.86 | 27.57 | -18.17 | -10.71 | NA | NA | NA | … | … | 50.87 | -26.51 | -42.51 | -4.58 | -9.08 | 48.18 | -1.30 | 3.20 |
| Sharpe Ratio | NA | 0.36 | -0.39 | -0.29 | NA | NA | NA | … | … | 1.39 | -0.44 | -0.77 | -0.18 | -0.24 | 1.11 | -0.02 | 0.73 |
| Standard Deviation(%) | NA | 66.21 | 64.08 | 56.32 | NA | NA | NA | … | … | 73.40 | 67.24 | 63.66 | 49.34 | 43.63 | 43.45 | 74.79 | 4.68 |
| Draw Down(%) | NA | 51.39 | 75.25 | 77.90 | NA | NA | NA | … | … | 39.28 | 51.39 | 57.24 | 53.49 | 41.54 | 20.84 | 64.62 | 1.38 |
| Yield(%) | 0.00 | 0.00 | 2.54 | 1.88 | 1.35 | 0.90 | 0.67 | … | … | 0.00 | 1.74 | 6.99 | 1.71 | 0.79 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTG (Alta Equipment Group Inc.) |
-27.54%
Mar 2023 – Mar 2026 |
-14.03%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTG (Alta Equipment Group Inc.) |
55.48%
Mar 2020 – Mar 2023 |
4.33%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart