Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AMRT (American Mart Corporation) NA 100.00% -28.43% -20.25% -3.68% NA NA
Data as of 12/30/2022, Common starting date is 03/15/2012
More Performance Analytics Comparison
Name Start Date End Date
AMRT (American Mart Corporation) 03/15/2012 12/30/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 100.00 -28.43 -20.25 -3.68 NA NA 100.00 10.00 -83.33 -13.04 1.17 4.92 8.33 44.23 4.00 25.00 -20.40
Sharpe Ratio NA 1.80 -0.32 -0.30 -0.08 NA NA 1.81 1.04 -0.58 -1.03 -0.12 0.17 1.02 1.45 0.13 1.12 -0.75
Standard Deviation(%) NA 54.64 89.44 69.59 52.24 NA NA 54.75 9.57 144.00 14.03 1.17 24.70 8.00 30.39 31.86 22.31 33.50
Draw Down(%) NA 0.00 83.33 85.71 86.67 NA NA 0.00 0.00 83.33 14.29 0.00 9.12 0.00 9.27 20.00 0.00 25.37
Yield(%) 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 12/30/2022, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMRT (American Mart Corporation) -47.27%
Oct 2017 – Oct 2020
-31.23%
May 2016 – May 2021
-10.61%
Apr 2012 – Apr 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMRT (American Mart Corporation) 23.31%
Dec 2012 – Dec 2015
18.13%
Jun 2012 – Jun 2017
-3.68%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return