Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATAZF (Atea ASA) | NA | -2.54% | -9.54% | -1.87% | 2.71% | NA | NA | … | … |
Data as of 03/19/2025, Common starting date is 06/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATAZF (Atea ASA) | 06/14/2013 | 03/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.54 | -9.54 | -1.87 | 2.71 | NA | NA | … | … | -0.33 | 12.46 | 63.84 | -53.63 | 54.66 | -20.55 | 15.30 | -2.91 | 46.25 | 13.33 | -17.05 | 23.03 | -11.49 |
| Sharpe Ratio | NA | -0.47 | -0.30 | -0.08 | 0.03 | NA | NA | … | … | NA | 0.58 | 1.23 | -1.01 | 1.05 | -0.29 | 1.23 | -0.18 | 2.15 | 0.49 | -0.47 | 0.82 | -0.76 |
| Standard Deviation(%) | NA | 19.30 | 45.80 | 53.42 | 41.16 | NA | NA | … | … | 0.00 | 12.15 | 49.01 | 54.60 | 52.27 | 70.69 | 11.30 | 23.20 | 21.33 | 27.05 | 36.06 | 28.17 | 26.23 |
| Draw Down(%) | NA | 13.34 | 55.33 | 58.69 | 58.69 | NA | NA | … | … | 0.33 | 0.00 | 3.85 | 55.33 | 7.82 | 45.21 | 3.24 | 18.79 | 6.69 | 14.04 | 29.10 | 20.10 | 18.97 |
| Yield(%) | 0.00 | 0.26 | 1.77 | 1.35 | 1.57 | 1.74 | 1.31 | … | … | 0.00 | 0.26 | 7.62 | 1.73 | 0.26 | 0.00 | 0.29 | 0.61 | 0.87 | 0.99 | 4.39 | 10.63 | 0.00 |
Data as of 03/19/2025, Common starting date is 06/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATAZF (Atea ASA) |
-17.10%
Dec 2019 – Dec 2022 |
-11.76%
Mar 2018 – Mar 2023 |
2.40%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATAZF (Atea ASA) |
21.58%
Jun 2015 – Jun 2018 |
17.58%
Jun 2016 – Jun 2021 |
5.86%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart