Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATBAX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS A SHARES) | NA | -2.91% | 4.38% | 2.95% | NA | NA | NA | … | … |
Data as of 08/05/2019, Common starting date is 10/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATBAX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS A SHARES) | 10/06/2011 | 08/05/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.91 | 4.38 | 2.95 | NA | NA | NA | … | … | -50.40 | -19.76 | 6.50 | -0.23 | -6.23 | -1.34 | 18.39 | 8.53 | 6.68 |
| Sharpe Ratio | NA | -1.05 | -0.99 | -1.09 | NA | NA | NA | … | … | -0.86 | -2.42 | -1.88 | -2.88 | -3.01 | -2.29 | -0.02 | -1.11 | 0.54 |
| Standard Deviation(%) | NA | 80.72 | 47.13 | 36.96 | NA | NA | NA | … | … | 103.27 | 17.05 | 6.79 | 11.90 | 8.23 | 8.66 | 6.58 | 9.12 | 22.05 |
| Draw Down(%) | NA | 61.68 | 61.91 | 63.08 | NA | NA | NA | … | … | 55.00 | 25.61 | 4.13 | 8.55 | 9.45 | 8.85 | 4.60 | 8.39 | 8.00 |
| Yield(%) | 0.00 | 57.32 | 23.86 | 14.94 | 10.60 | 7.07 | 5.30 | … | … | 58.77 | 11.44 | 4.41 | 8.03 | 2.42 | 5.07 | 0.39 | 0.33 | 0.18 |
Data as of 08/05/2019, Common starting date is 10/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATBAX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS A SHARES) |
1.66%
Oct 2013 – Oct 2016 |
1.78%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATBAX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS A SHARES) |
10.54%
Nov 2011 – Nov 2014 |
7.21%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart