Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASNXF (Asante Incorporated) | NA | 7.40% | -15.30% | -10.46% | -0.43% | NA | NA | … | … |
Data as of 09/27/2024, Common starting date is 05/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASNXF (Asante Incorporated) | 05/10/2013 | 09/27/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | 7.40 | -15.30 | -10.46 | -0.43 | NA | NA | … | … | 3.54 | 12.31 | -146.07 | -255.39 | -29.44 | 0.78 | 5.40 | 71.18 | 5.44 | 2.50 | 34.72 | -18.32 |
| Sharpe Ratio | NA | 0.48 | NA | NA | NA | NA | NA | … | … | -0.50 | 1.19 | NA | NA | -1.03 | -0.22 | 0.35 | 1.67 | 1.37 | 1.00 | 0.70 | -1.30 |
| Standard Deviation(%) | NA | 3.55 | NA | NA | NA | NA | NA | … | … | 2.85 | 6.84 | NA | NA | 28.61 | 2.85 | 11.62 | 42.46 | 3.82 | 2.47 | 49.45 | 20.78 |
| Draw Down(%) | NA | 0.00 | 213.43 | 207.43 | 207.43 | NA | NA | … | … | 0.00 | 0.00 | 165.07 | 213.43 | 30.52 | 2.01 | 8.32 | 3.35 | 0.00 | 0.00 | 17.05 | 18.32 |
| Yield(%) | 0.00 | 5.29 | 127.70 | 69.92 | 50.86 | 43.87 | 32.90 | … | … | 3.45 | 5.87 | 189.62 | 254.43 | 3.11 | 2.83 | 2.68 | 3.98 | 5.37 | 2.50 | 2.91 | 0.00 |
Data as of 09/27/2024, Common starting date is 05/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASNXF (Asante Incorporated) |
-21.06%
May 2019 – May 2022 |
-11.71%
Nov 2017 – Nov 2022 |
-0.61%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASNXF (Asante Incorporated) |
29.73%
May 2014 – May 2017 |
21.31%
Dec 2013 – Dec 2018 |
4.15%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart