Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMSA (American Seniors Association Holding Group Inc) | NA | 1,120.00% | 130.21% | 43.57% | 2.01% | NA | NA | … | … |
Data as of 08/03/2023, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMSA (American Seniors Association Holding Group Inc) | 01/06/2010 | 08/03/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.17 | 1,120.00 | 130.21 | 43.57 | 2.01 | NA | NA | … | … | 1,425.00 | -33.33 | 500.00 | -50.00 | -50.00 | -85.71 | 460.00 | 0.00 | 0.00 | -85.71 | 16.67 | 20.00 | -16.67 | -92.00 |
| Sharpe Ratio | NA | 4.52 | 0.34 | 0.12 | 0.01 | NA | NA | … | … | 38.24 | -0.26 | 0.92 | -0.14 | -0.12 | -0.39 | 1.22 | 0.00 | 0.00 | -0.43 | 0.08 | 0.07 | -0.07 | -0.47 |
| Standard Deviation(%) | NA | 247.10 | 375.07 | 367.16 | 309.96 | NA | NA | … | … | 276.48 | 135.33 | 542.42 | 359.57 | 419.47 | 225.33 | 379.07 | 138.91 | 208.64 | 197.95 | 210.05 | 300.90 | 223.76 | 197.85 |
| Draw Down(%) | NA | 72.73 | 90.00 | 90.00 | 98.00 | NA | NA | … | … | 70.00 | 63.64 | 90.00 | 83.33 | 90.00 | 85.71 | 90.00 | 50.00 | 66.67 | 85.71 | 77.78 | 80.00 | 80.00 | 94.67 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 08/03/2023, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSA (American Seniors Association Holding Group Inc) |
-69.43%
Mar 2014 – Mar 2017 |
-57.83%
Oct 2012 – Oct 2017 |
-37.50%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSA (American Seniors Association Holding Group Inc) |
121.04%
Jul 2020 – Jul 2023 |
43.10%
Mar 2017 – Mar 2022 |
7.18%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart