Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALYA (Alithya Group inc Class A) | NA | -13.48% | -16.86% | -12.19% | -5.90% | 0.58% | -3.66% | … | … |
Data as of 02/09/2024, Common starting date is 09/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALYA (Alithya Group inc Class A) | 09/30/1996 | 02/09/2024 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 22.22 | -13.48 | -16.86 | -12.19 | -5.90 | 0.58 | -3.66 | … | … | 15.79 | -11.33 | -41.18 | 22.01 | -24.82 | 18.30 | -21.80 | -16.91 | -6.40 | 6.83 | 7.34 | 83.69 | 37.56 | 17.82 | -20.91 | 14.58 | -64.51 | 19.43 | 3.66 | 20.39 | -0.55 | 4.29 | 19.45 | -39.21 | -36.26 | -66.20 | -29.25 | 153.00 | -11.50 |
| Sharpe Ratio | NA | -0.34 | -0.36 | -0.22 | -0.08 | NA | NA | … | … | 2.89 | -0.35 | -0.90 | 0.33 | -0.30 | 0.26 | -0.22 | -0.19 | -0.07 | 0.14 | 0.14 | 0.80 | 0.40 | 0.13 | -0.18 | 0.14 | -0.98 | 0.42 | 0.01 | 0.43 | -0.02 | 0.06 | 0.25 | -0.54 | -0.50 | -0.87 | -0.56 | 2.83 | -0.66 |
| Standard Deviation(%) | NA | 52.27 | 52.02 | 63.26 | 73.01 | NA | NA | … | … | 93.57 | 45.07 | 47.20 | 65.99 | 83.97 | 64.38 | 106.28 | 90.74 | 91.20 | 50.18 | 51.48 | 104.83 | 93.77 | 140.39 | 118.78 | 106.77 | 66.56 | 39.19 | 35.07 | 42.81 | 62.84 | 55.86 | 74.86 | 77.35 | 80.65 | 79.98 | 57.66 | 52.56 | 63.30 |
| Draw Down(%) | NA | 53.77 | 69.75 | 70.83 | 82.78 | NA | NA | … | … | 22.00 | 53.77 | 51.51 | 35.20 | 60.95 | 36.01 | 55.83 | 39.38 | 45.03 | 30.75 | 34.27 | 34.13 | 39.49 | 41.20 | 41.75 | 44.63 | 74.27 | 37.72 | 28.30 | 25.69 | 46.37 | 32.35 | 32.55 | 58.17 | 61.75 | 75.32 | 70.55 | 29.15 | 29.69 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.64 | 3.53 | 1.15 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 24.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/09/2024, Common starting date is 09/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALYA (Alithya Group inc Class A) |
-58.65%
Jun 1998 – Jun 2001 |
-40.61%
Mar 1998 – Mar 2003 |
-23.87%
Nov 1998 – Nov 2008 |
-16.47%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALYA (Alithya Group inc Class A) |
43.86%
Dec 2010 – Dec 2013 |
29.50%
Sep 2011 – Sep 2016 |
13.95%
Nov 2008 – Nov 2018 |
7.58%
Aug 2001 – Aug 2016 |
Annualized Rolling Returns Comparison Chart