Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATBTX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS C SHARES) | NA | -3.35% | 3.68% | 2.23% | 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 |
|---|---|---|
| ATBTX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS C 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 | -3.35 | 3.68 | 2.23 | NA | NA | NA | … | … | -52.79 | -20.77 | 6.68 | -0.70 | -6.63 | -1.58 | 17.42 | 7.80 | 6.68 |
| Sharpe Ratio | NA | -1.01 | -0.67 | -0.74 | NA | NA | NA | … | … | -0.84 | -2.43 | -0.14 | -2.96 | -3.08 | -2.34 | -0.17 | -1.20 | 0.55 |
| Standard Deviation(%) | NA | 85.47 | 72.48 | 56.38 | NA | NA | NA | … | … | 109.47 | 17.42 | 91.43 | 11.71 | 8.15 | 8.59 | 6.59 | 9.01 | 21.63 |
| Draw Down(%) | NA | 63.79 | 63.99 | 65.56 | NA | NA | NA | … | … | 57.14 | 26.42 | 37.75 | 8.66 | 9.64 | 8.93 | 4.57 | 8.56 | 8.00 |
| Yield(%) | 0.00 | 59.02 | 23.96 | 14.76 | 10.25 | 6.84 | 5.13 | … | … | 60.95 | 11.73 | 3.47 | 7.63 | 2.14 | 4.78 | 0.01 | 0.33 | 0.16 |
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 |
|---|---|---|---|---|
| ATBTX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS C SHARES) |
0.84%
Oct 2013 – Oct 2016 |
1.06%
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 |
|---|---|---|---|---|
| ATBTX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS C SHARES) |
9.75%
Nov 2011 – Nov 2014 |
6.38%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart