Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APHTF (Alphinat Inc) | NA | -20.00% | 10.06% | 4.56% | NA | NA | NA | … | … |
Data as of 07/21/2023, Common starting date is 01/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHTF (Alphinat Inc) | 01/26/2017 | 07/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.00 | 10.06 | 4.56 | NA | NA | NA | … | … | -20.00 | -16.67 | 12.78 | 26.97 | 14.89 | -41.93 | 14.18 |
| Sharpe Ratio | NA | -0.30 | 0.13 | 0.06 | NA | NA | NA | … | … | -0.36 | -0.51 | 0.17 | 0.57 | 0.33 | -0.99 | 0.11 |
| Standard Deviation(%) | NA | 77.56 | 69.67 | 58.39 | NA | NA | NA | … | … | 104.75 | 35.59 | 75.48 | 46.36 | 40.36 | 43.69 | 133.54 |
| Draw Down(%) | NA | 50.00 | 66.85 | 66.85 | NA | NA | NA | … | … | 50.00 | 28.57 | 33.70 | 28.40 | 23.28 | 49.04 | 61.15 |
| 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 |
Data as of 07/21/2023, Common starting date is 01/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHTF (Alphinat Inc) |
-30.86%
Mar 2017 – Mar 2020 |
-12.74%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHTF (Alphinat Inc) |
39.51%
May 2018 – May 2021 |
4.56%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart