Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMOT (Allied Motion Technologies Inc) | NA | -8.24% | -0.31% | 1.47% | 17.49% | 20.18% | 14.16% | … | … |
Data as of 10/24/2023, Common starting date is 10/20/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMOT (Allied Motion Technologies Inc) | 10/20/1980 | 10/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.63 | -8.24 | -0.31 | 1.47 | 17.49 | 20.18 | 14.16 | … | … | -19.67 | -3.85 | 7.53 | 5.72 | 8.53 | 35.06 | 54.70 | -18.30 | 10.51 | 90.28 | 88.64 | 17.02 | -18.02 | 175.20 | 25.00 | -56.99 | -32.31 | 64.75 | -42.24 | 83.72 | 122.03 | -38.54 | -4.00 | 84.62 | 62.50 | -60.98 | -30.51 | 63.89 | -25.00 | 4.35 | 27.78 | -35.71 | 27.27 | 10.00 | -20.00 | -7.41 | -22.86 | -48.53 | 37.84 | -5.13 | -17.02 | 203.23 | 76.14 | 15.79 |
| Sharpe Ratio | NA | -0.28 | -0.06 | 0.00 | 0.33 | NA | NA | … | … | -0.67 | -0.11 | 0.18 | 0.07 | -0.39 | 0.33 | 0.84 | -1.05 | -0.13 | 1.32 | 1.99 | -0.04 | -0.75 | 2.32 | 0.06 | -0.95 | -1.08 | 0.64 | -1.24 | 0.98 | 1.12 | -1.25 | -0.31 | 0.36 | 0.40 | -0.45 | -0.46 | 0.67 | -0.32 | 0.02 | 0.19 | -0.38 | 0.21 | 0.04 | -0.37 | -0.14 | -0.31 | -0.96 | 0.71 | -0.34 | -0.61 | 3.96 | 2.14 | 2.99 |
| Standard Deviation(%) | NA | 43.18 | 44.40 | 50.53 | 50.92 | NA | NA | … | … | 42.01 | 47.80 | 41.57 | 74.26 | 37.35 | 41.39 | 42.33 | 49.79 | 63.89 | 54.32 | 35.18 | 40.08 | 48.67 | 67.56 | 101.39 | 80.12 | 50.33 | 66.24 | 51.09 | 65.71 | 91.94 | 46.67 | 81.48 | 170.27 | 148.83 | 141.84 | 74.13 | 89.28 | 89.08 | 78.59 | 135.97 | 99.04 | 109.19 | 106.86 | 68.97 | 83.16 | 86.44 | 54.69 | 46.21 | 35.18 | 38.03 | 49.08 | 30.70 | 34.22 |
| Draw Down(%) | NA | 38.95 | 49.88 | 60.63 | 63.11 | NA | NA | … | … | 38.95 | 48.22 | 22.74 | 59.77 | 31.09 | 27.32 | 22.18 | 39.30 | 60.38 | 31.87 | 9.81 | 28.92 | 47.75 | 23.49 | 72.79 | 74.48 | 44.52 | 21.44 | 59.32 | 27.84 | 29.91 | 42.90 | 70.37 | 84.68 | 63.04 | 71.74 | 47.37 | 40.00 | 40.00 | 33.33 | 60.00 | 63.64 | 36.36 | 45.45 | 53.66 | 50.00 | 68.06 | 52.86 | 24.39 | 23.81 | 31.48 | 26.56 | 18.18 | 5.00 |
| Yield(%) | 0.00 | 0.39 | 0.28 | 0.30 | 1.28 | 3.09 | 2.08 | … | … | 0.26 | 0.29 | 0.24 | 0.25 | 0.27 | 0.33 | 0.45 | 0.40 | 0.43 | 0.79 | 1.49 | 1.80 | 0.55 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/24/2023, Common starting date is 10/20/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMOT (Allied Motion Technologies Inc) |
-49.69%
Feb 2000 – Feb 2003 |
-31.16%
Mar 1985 – Mar 1990 |
-15.67%
Mar 1985 – Mar 1995 |
-14.09%
Dec 1983 – Dec 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMOT (Allied Motion Technologies Inc) |
84.20%
Nov 1980 – Nov 1983 |
58.82%
Nov 2009 – Nov 2014 |
38.01%
Nov 2008 – Nov 2018 |
26.45%
Jun 2003 – Jun 2018 |
Annualized Rolling Returns Comparison Chart