Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMSWA (American Software Inc) | NA | -1.96% | -21.36% | -3.51% | 5.73% | 8.32% | 7.63% | … | … |
Data as of 10/02/2024, Common starting date is 02/28/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMSWA (American Software Inc) | 02/28/1983 | 10/02/2024 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | -1.96 | -21.36 | -3.51 | 5.73 | 8.32 | 7.63 | … | … | -1.64 | -20.22 | -42.55 | 55.44 | 18.56 | 48.71 | -7.08 | 18.73 | 7.08 | 17.82 | -3.73 | 28.57 | -10.92 | 44.67 | 21.54 | 36.51 | -41.31 | 27.59 | 10.68 | 13.98 | -12.12 | 165.66 | 18.53 | 68.73 | -86.59 | 382.35 | -76.87 | 44.12 | -1.92 | 116.67 | -50.00 | -33.33 | -39.50 | -1.65 | 0.83 | 106.11 | 79.45 | -44.27 | 31.00 | -19.35 | -13.89 | -22.58 |
| Sharpe Ratio | NA | -0.24 | -0.64 | -0.12 | 0.11 | NA | NA | … | … | -0.26 | -0.62 | -1.13 | 1.13 | 0.29 | 1.74 | -0.21 | 0.68 | 0.24 | 0.56 | -0.13 | 1.07 | -0.32 | 0.99 | 0.65 | 0.54 | -0.44 | 0.52 | 0.27 | 0.35 | -0.31 | 3.27 | 0.35 | 0.71 | -0.73 | 4.39 | -0.94 | 0.70 | -0.08 | 1.58 | -0.81 | -0.63 | -0.67 | -0.09 | -0.09 | 3.21 | 1.78 | -0.59 | 0.46 | -0.41 | -0.45 | -0.59 |
| Standard Deviation(%) | NA | 33.80 | 39.22 | 45.94 | 39.35 | NA | NA | … | … | 34.51 | 39.96 | 39.06 | 48.89 | 63.29 | 27.19 | 39.67 | 26.62 | 28.32 | 31.84 | 29.32 | 26.78 | 34.52 | 45.21 | 33.13 | 67.67 | 95.30 | 47.80 | 27.97 | 33.44 | 42.43 | 50.47 | 50.11 | 96.13 | 124.72 | 86.46 | 85.35 | 57.42 | 71.36 | 71.38 | 64.99 | 56.36 | 61.92 | 58.13 | 51.23 | 31.23 | 41.90 | 81.21 | 58.44 | 59.79 | 45.58 | 54.77 |
| Draw Down(%) | NA | 28.57 | 71.69 | 71.69 | 71.69 | NA | NA | … | … | 28.57 | 37.19 | 46.54 | 30.75 | 52.81 | 13.21 | 50.30 | 21.93 | 13.98 | 17.54 | 21.43 | 18.05 | 22.29 | 30.19 | 29.36 | 34.04 | 66.64 | 45.71 | 22.76 | 23.93 | 38.73 | 19.29 | 42.11 | 55.00 | 93.82 | 40.28 | 80.86 | 43.80 | 42.31 | 32.86 | 59.62 | 39.73 | 60.90 | 37.78 | 57.44 | 21.83 | 19.67 | 78.97 | 40.35 | 55.56 | 42.21 | 43.90 |
| Yield(%) | 0.00 | 3.84 | 1.81 | 2.96 | 5.25 | 7.22 | 6.82 | … | … | 2.93 | 2.88 | 1.66 | 2.57 | 2.91 | 5.32 | 3.73 | 5.30 | 5.35 | 5.57 | 4.03 | 1.25 | 6.89 | 3.95 | 7.46 | 7.66 | 4.43 | 4.71 | 4.51 | 4.45 | 3.26 | 4.38 | 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 10/02/2024, Common starting date is 02/28/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSWA (American Software Inc) |
-46.91%
Dec 1997 – Dec 2000 |
-28.83%
Sep 1997 – Sep 2002 |
-21.93%
Oct 1991 – Oct 2001 |
-9.78%
Sep 1983 – Sep 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSWA (American Software Inc) |
79.69%
Mar 2001 – Mar 2004 |
47.25%
Mar 2001 – Mar 2006 |
24.90%
Mar 2001 – Mar 2011 |
20.62%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart