Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATEC (Alphatec Holdings, Inc.) | -62.36% | -35.50% | -19.86% | -10.95% | 11.61% | -10.39% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATEC (Alphatec Holdings, Inc.) | 06/12/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | -35.50 | -19.86 | -10.95 | 11.61 | -10.39 | NA | … | … | -62.36 | 128.32 | -39.25 | 22.35 | 8.05 | -21.28 | 104.51 | 210.04 | -13.91 | -17.13 | -10.83 | -78.72 | -29.85 | 21.82 | -4.07 | -36.30 | -49.44 | 127.23 | -53.37 | 35.12 | -56.12 |
| Sharpe Ratio | NA | -0.56 | -0.32 | -0.22 | 0.16 | NA | NA | … | … | -1.02 | 2.42 | -0.60 | 0.36 | 0.10 | -0.42 | 1.14 | 2.73 | -0.69 | -0.49 | -0.40 | -0.89 | -0.88 | 0.08 | -0.49 | -0.89 | -0.79 | 1.23 | -0.81 | 0.24 | -1.34 |
| Standard Deviation(%) | NA | 72.14 | 68.56 | 64.14 | 69.00 | NA | NA | … | … | 91.90 | 53.05 | 77.31 | 51.18 | 64.16 | 50.27 | 91.32 | 68.43 | 51.31 | 74.68 | 112.23 | 109.03 | 55.15 | 43.13 | 47.03 | 61.88 | 86.45 | 88.01 | 89.54 | 55.95 | 79.75 |
| Draw Down(%) | NA | 69.18 | 73.51 | 73.51 | 87.34 | NA | NA | … | … | 69.18 | 26.02 | 70.32 | 52.71 | 51.38 | 43.72 | 69.75 | 48.03 | 46.68 | 64.41 | 65.85 | 87.58 | 49.80 | 26.25 | 40.00 | 60.62 | 73.09 | 62.25 | 76.55 | 34.20 | 67.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATEC (Alphatec Holdings, Inc.) |
-54.44%
Jun 2014 – Jun 2017 |
-45.09%
Jan 2014 – Jan 2019 |
-28.43%
Jul 2007 – Jul 2017 |
-14.19%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATEC (Alphatec Holdings, Inc.) |
99.61%
Jan 2019 – Jan 2022 |
65.40%
Jan 2019 – Jan 2024 |
23.37%
Nov 2015 – Nov 2025 |
-1.19%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart