Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMT (American Tower Corporation) | 11.67% | -6.91% | 4.52% | -3.41% | 8.72% | 11.53% | 11.38% | … | … |
Data as of 06/05/2026, Common starting date is 06/04/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMT (American Tower Corporation) | 06/04/1998 | 06/05/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.83 | -6.91 | 4.52 | -3.41 | 8.72 | 11.53 | 11.38 | … | … | 11.67 | -0.92 | -12.16 | 5.37 | -25.67 | 32.88 | -0.48 | 48.17 | 13.32 | 36.32 | 11.21 | 0.00 | 25.76 | 4.79 | 30.43 | 16.91 | 19.51 | 47.37 | -31.17 | 14.27 | 37.56 | 47.28 | 70.06 | 206.52 | -62.72 | -75.00 | 23.93 | 3.38 | 42.47 |
| Sharpe Ratio | NA | -0.51 | 0.05 | -0.22 | 0.26 | NA | NA | … | … | 0.61 | -0.16 | -0.63 | 0.06 | -0.85 | 1.62 | -0.02 | 2.56 | 0.59 | 2.28 | 0.53 | 0.00 | 1.67 | 0.23 | 1.79 | 0.59 | 0.84 | 1.34 | -0.57 | 0.44 | 1.32 | 2.17 | 2.10 | 3.82 | -0.48 | -0.88 | 0.31 | 0.00 | 1.07 |
| Standard Deviation(%) | NA | 23.23 | 25.38 | 26.22 | 26.11 | NA | NA | … | … | 27.68 | 24.54 | 24.86 | 26.67 | 31.81 | 20.27 | 43.87 | 18.21 | 20.44 | 15.72 | 20.90 | 20.23 | 15.44 | 20.37 | 17.15 | 28.78 | 23.11 | 35.18 | 56.64 | 25.24 | 26.01 | 20.76 | 32.88 | 53.82 | 133.10 | 88.29 | 64.44 | 50.15 | 75.59 |
| Draw Down(%) | NA | 26.67 | 27.54 | 45.34 | 45.34 | NA | NA | … | … | 13.37 | 25.14 | 25.58 | 31.21 | 35.99 | 15.88 | 30.29 | 14.31 | 9.57 | 9.00 | 15.16 | 13.80 | 8.44 | 18.95 | 6.91 | 18.30 | 12.89 | 19.72 | 55.95 | 17.61 | 19.35 | 13.37 | 20.15 | 15.07 | 93.05 | 85.41 | 45.04 | 42.26 | 51.79 |
| Yield(%) | 0.00 | 3.19 | 3.53 | 2.33 | 4.55 | 7.07 | 8.90 | … | … | 1.02 | 3.76 | 2.96 | 3.00 | 2.05 | 2.37 | 1.98 | 2.72 | 2.23 | 2.47 | 2.24 | 1.82 | 1.76 | 1.39 | 1.53 | 0.68 | 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 06/05/2026, Common starting date is 06/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMT (American Tower Corporation) |
-58.02%
Oct 1999 – Oct 2002 |
-18.21%
Dec 1998 – Dec 2003 |
-1.46%
Mar 2000 – Mar 2010 |
4.74%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMT (American Tower Corporation) |
156.70%
Oct 2002 – Oct 2005 |
99.16%
Oct 2002 – Oct 2007 |
49.09%
Oct 2002 – Oct 2012 |
36.95%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart