Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMIVF (Atrium Mortgage Investment Corporation) | 3.52% | 9.63% | 5.18% | 0.07% | 7.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMIVF (Atrium Mortgage Investment Corporation) | 05/06/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 9.63 | 5.18 | 0.07 | 7.09 | NA | NA | … | … | 3.52 | 18.31 | 1.41 | 10.91 | -23.17 | 19.69 | -3.38 | 25.25 | 5.31 | 18.14 | -7.54 | -0.28 |
| Sharpe Ratio | NA | 0.44 | 0.12 | -0.09 | 0.17 | NA | NA | … | … | 0.51 | 0.59 | -0.11 | 0.41 | -0.71 | 1.50 | -0.07 | 2.63 | 0.32 | 1.44 | -0.66 | -1.35 |
| Standard Deviation(%) | NA | 24.74 | 21.38 | 24.44 | 25.37 | NA | NA | … | … | 19.04 | 26.30 | 20.23 | 17.97 | 34.98 | 13.11 | 52.98 | 9.05 | 12.28 | 12.17 | 11.82 | 0.35 |
| Draw Down(%) | NA | 13.16 | 17.36 | 31.63 | 41.73 | NA | NA | … | … | 6.46 | 13.16 | 13.18 | 12.08 | 31.26 | 8.91 | 41.73 | 4.30 | 8.44 | 6.07 | 11.12 | 0.28 |
| Yield(%) | 0.65 | 5.50 | 6.09 | 4.81 | 7.51 | 4.44 | 3.33 | … | … | 3.32 | 5.80 | 5.38 | 10.70 | 6.47 | 4.88 | 6.58 | 8.78 | 8.70 | 8.37 | 4.79 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMIVF (Atrium Mortgage Investment Corporation) |
-6.31%
Mar 2022 – Mar 2025 |
-0.16%
Jan 2020 – Jan 2025 |
4.81%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMIVF (Atrium Mortgage Investment Corporation) |
19.04%
Mar 2020 – Mar 2023 |
14.23%
Jun 2016 – Jun 2021 |
6.18%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart