Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATASF (Atlantia SpA) | NA | 0.00% | 7.96% | 0.82% | 1.92% | 7.83% | NA | … | … |
Data as of 03/01/2024, Common starting date is 02/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATASF (Atlantia SpA) | 02/13/2008 | 03/01/2024 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 7.96 | 0.82 | 1.92 | 7.83 | NA | … | … | 0.00 | 0.00 | 26.83 | 6.41 | -23.29 | 15.30 | -31.00 | 44.54 | -10.41 | 15.15 | 15.29 | 25.54 | 19.08 | 181.84 | -73.87 | 49.04 | -47.51 |
| Sharpe Ratio | NA | 0.00 | 0.21 | -0.02 | 0.03 | NA | NA | … | … | 0.00 | 0.00 | 0.71 | 0.17 | -0.39 | 0.58 | -0.78 | 2.02 | -0.47 | 0.73 | 0.81 | 1.06 | 0.50 | 1.24 | -0.64 | 1.14 | -1.00 |
| Standard Deviation(%) | NA | 4.06 | 28.17 | 37.02 | 32.01 | NA | NA | … | … | NA | NA | 36.17 | 38.40 | 60.65 | 24.07 | 41.22 | 21.87 | 22.41 | 20.75 | 18.88 | 24.11 | 38.16 | 146.17 | 114.88 | 43.07 | 52.29 |
| Draw Down(%) | NA | 0.00 | 24.24 | 55.86 | 62.99 | NA | NA | … | … | 0.00 | 0.00 | 15.37 | 24.24 | 50.84 | 15.75 | 40.92 | 5.18 | 20.67 | 16.45 | 10.97 | 11.36 | 25.48 | 45.58 | 75.45 | 25.00 | 52.09 |
| Yield(%) | 0.00 | 0.00 | 1.37 | 1.48 | 2.69 | 5.58 | 1.72 | … | … | 0.00 | 0.00 | 4.13 | 0.00 | 0.00 | 4.76 | 2.44 | 5.59 | 3.82 | 3.93 | 4.58 | 4.94 | 5.35 | 12.73 | 3.06 | 4.26 | 2.72 |
Data as of 03/01/2024, Common starting date is 02/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATASF (Atlantia SpA) |
-19.97%
Oct 2017 – Oct 2020 |
-9.40%
Mar 2015 – Mar 2020 |
-1.48%
Mar 2010 – Mar 2020 |
1.49%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATASF (Atlantia SpA) |
61.51%
Dec 2010 – Dec 2013 |
41.10%
Nov 2010 – Nov 2015 |
16.31%
Nov 2010 – Nov 2020 |
7.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart