Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATAFX (AMERICAN TRUST ALLEGIANCE FUND INVESTOR CLASS) | NA | 339,644,430,026,949,876,907,258,187,904,385,118,879,030,119,594,196,992.00% | 16,582,040,857,282,816,000.00% | 2,129,958,051,476.34% | 15,151,165.91% | 290,483.27% | 40,249.30% | … | … |
Data as of 08/03/2023, Common starting date is 11/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATAFX (AMERICAN TRUST ALLEGIANCE FUND INVESTOR CLASS) | 11/16/1998 | 08/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 339,644,430,026,949,876,907,258,187,904,385,118,879,030,119,594,196,992.00 | 16,582,040,857,282,816,000.00 | 2,129,958,051,476.34 | 15,151,165.91 | 290,483.27 | 40,249.30 | … | … | 1,198.17 | -4.42 | 23.39 | 1.14 | 29.25 | -13.79 | 25.23 | 5.43 | -5.07 | 3.73 | 26.08 | 16.29 | -0.27 | 13.11 | 29.40 | -34.91 | 11.51 | 9.30 | 4.04 | 10.10 | 26.08 | -18.04 | -27.01 | -11.53 | 38.69 | 14.95 |
| Sharpe Ratio | NA | 3.26 | 0.74 | 397,726,905.78 | 4,002.98 | NA | NA | … | … | 16.56 | -0.26 | 1.74 | 0.03 | 2.08 | -0.91 | 2.86 | 0.34 | -0.32 | 0.29 | 2.12 | 1.09 | -0.01 | 0.66 | 1.10 | -0.94 | 0.52 | 0.51 | 0.16 | 0.77 | 1.47 | -0.82 | -1.09 | -0.44 | 1.61 | 9.20 |
| Standard Deviation(%) | NA | 11,984.66 | 6,910.02 | 5,355.33 | 3,784.53 | NA | NA | … | … | 15,660.79 | 22.17 | 13.45 | 33.29 | 13.35 | 16.79 | 8.64 | 15.18 | 16.09 | 12.91 | 12.31 | 15.04 | 24.71 | 19.69 | 26.67 | 38.13 | 16.30 | 11.48 | 11.01 | 11.85 | 17.27 | 23.36 | 27.47 | 35.73 | 21.88 | 22.51 |
| Draw Down(%) | NA | 66.18 | 66.18 | 66.18 | 66.18 | NA | NA | … | … | 66.18 | 15.49 | 5.48 | 37.94 | 7.71 | 22.87 | 2.94 | 12.46 | 14.44 | 11.53 | 7.09 | 12.01 | 20.87 | 16.40 | 26.37 | 47.24 | 9.70 | 10.22 | 7.98 | 8.24 | 14.29 | 26.96 | 42.29 | 31.39 | 11.02 | 4.02 |
| Yield(%) | 0.00 | 111.33 | 48.53 | 26.75 | 17.92 | 16.45 | 18.13 | … | … | 111.56 | 1.90 | 0.18 | 10.70 | 12.36 | 5.46 | 2.72 | 2.28 | 8.13 | 3.81 | 4.16 | 0.11 | 0.15 | 0.12 | 0.43 | 0.75 | 0.10 | 0.06 | 0.07 | 0.00 | 0.00 | 0.25 | 2.07 | 2.34 | 0.00 | 0.85 |
Data as of 08/03/2023, Common starting date is 11/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATAFX (AMERICAN TRUST ALLEGIANCE FUND INVESTOR CLASS) |
-24.43%
Mar 2000 – Mar 2003 |
-9.39%
Aug 2000 – Aug 2005 |
-4.75%
Aug 2000 – Aug 2010 |
0.65%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATAFX (AMERICAN TRUST ALLEGIANCE FUND INVESTOR CLASS) |
16,620,754,861,423,263,744.00%
Jul 2020 – Jul 2023 |
2,131,958,241,622.05%
Jul 2018 – Jul 2023 |
15,180,693.10%
Jul 2013 – Jul 2023 |
290,143.48%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison Chart