Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASGTF (Altus Group Limited) | -19.67% | -13.07% | 4.90% | -7.31% | 8.30% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASGTF (Altus Group Limited) | 08/06/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.67 | -13.07 | 4.90 | -7.31 | 8.30 | NA | NA | … | … | -19.67 | 8.29 | 19.99 | -14.02 | -29.25 | 40.80 | 33.56 | 77.55 | -40.58 | 31.02 | 70.82 | -21.63 | 27.55 | 85.98 | 7.97 |
| Sharpe Ratio | NA | -0.56 | -0.01 | -0.29 | 0.18 | NA | NA | … | … | -1.16 | 0.16 | 0.54 | -0.40 | -0.76 | 1.28 | 1.14 | 3.05 | -1.36 | 1.53 | 2.45 | -0.64 | 1.01 | 2.54 | 1.13 |
| Standard Deviation(%) | NA | 42.42 | 37.36 | 37.83 | 32.93 | NA | NA | … | … | 45.11 | 35.02 | 30.05 | 44.49 | 40.45 | 31.83 | 29.17 | 24.91 | 31.05 | 19.88 | 28.85 | 33.69 | 27.23 | 33.78 | 18.81 |
| Draw Down(%) | NA | 39.92 | 39.92 | 48.06 | 48.06 | NA | NA | … | … | 31.82 | 30.35 | 13.67 | 32.43 | 42.60 | 12.37 | 22.18 | 4.83 | 41.21 | 14.58 | 7.75 | 27.63 | 23.32 | 13.59 | 8.60 |
| Yield(%) | 0.00 | 1.13 | 1.23 | 0.77 | 2.49 | 5.28 | 3.96 | … | … | 0.26 | 1.12 | 0.66 | 1.17 | 0.91 | 1.02 | 1.52 | 2.82 | 1.57 | 2.07 | 3.23 | 2.56 | 3.73 | 6.91 | 3.79 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASGTF (Altus Group Limited) |
-10.02%
May 2021 – May 2024 |
-8.68%
May 2021 – May 2026 |
6.74%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASGTF (Altus Group Limited) |
49.46%
Dec 2018 – Dec 2021 |
32.99%
Dec 2012 – Dec 2017 |
20.56%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart