Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMTPQ (Ameritrans Capital Corp. PFD PRT 9.375%) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 12/04/2025, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMTPQ (Ameritrans Capital Corp. PFD PRT 9.375%) | 10/08/2003 | 12/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -93.33 | 0.00 | -58.33 | -64.00 | 4,900.00 | -83.62 | -25.00 | 0.00 | -92.23 | -48.50 | 21.21 | -83.08 | 143.75 | -57.36 | 41.93 | 3.41 | -21.70 | -4.76 | 17.59 | 6.56 | 23.16 | -9.60 |
| Sharpe Ratio | NA | -0.35 | -0.40 | -0.34 | -0.16 | NA | NA | … | … | 0.00 | -0.37 | 0.00 | -0.68 | -0.22 | 15.91 | -0.14 | -0.09 | -0.01 | -0.77 | -1.31 | 0.35 | -0.68 | 0.89 | -0.59 | 0.79 | 0.04 | -0.45 | -0.19 | 0.61 | 0.19 | 0.53 | -0.67 |
| Standard Deviation(%) | NA | 271.89 | 156.66 | 180.58 | 272.05 | NA | NA | … | … | NA | 271.89 | NA | 87.72 | 285.97 | 303.19 | 612.66 | 301.28 | 68.94 | 119.28 | 37.12 | 60.65 | 121.87 | 164.19 | 96.58 | 53.18 | 80.79 | 50.13 | 40.56 | 23.44 | 23.51 | 42.11 | 54.04 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 93.33 | 0.00 | 58.33 | 76.00 | 66.67 | 96.67 | 86.96 | 38.46 | 92.23 | 51.22 | 32.50 | 84.06 | 81.25 | 77.33 | 24.74 | 62.06 | 30.00 | 21.93 | 10.13 | 11.11 | 16.36 | 15.28 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.17 | … | … | 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 | 17.58 | 3.63 | 10.09 | 8.75 | 9.45 | 9.10 | 12.45 | 0.00 |
Data as of 12/04/2025, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMTPQ (Ameritrans Capital Corp. PFD PRT 9.375%) |
-71.06%
Nov 2013 – Nov 2016 |
-71.01%
Oct 2014 – Oct 2019 |
-49.91%
Nov 2009 – Nov 2019 |
-39.82%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMTPQ (Ameritrans Capital Corp. PFD PRT 9.375%) |
146.62%
Oct 2019 – Oct 2022 |
71.88%
Oct 2019 – Oct 2024 |
-4.82%
Nov 2003 – Nov 2013 |
-16.24%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart