Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATEX (Anterix Inc.) | 211.27% | 151.76% | 27.26% | 6.28% | 11.59% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATEX (Anterix Inc.) | 02/03/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.47 | 151.76 | 27.26 | 6.28 | 11.59 | NA | NA | … | … | 211.27 | -28.33 | -7.74 | 3.57 | -45.25 | 56.28 | -12.98 | 15.57 | 16.48 | 42.35 | -18.00 | -31.25 |
| Sharpe Ratio | NA | 2.73 | 0.49 | 0.07 | 0.15 | NA | NA | … | … | 23.23 | -0.65 | -0.35 | -0.02 | -1.23 | 1.50 | -0.18 | 0.33 | 0.28 | 0.88 | -0.36 | -0.68 |
| Standard Deviation(%) | NA | 49.40 | 45.37 | 42.34 | 48.85 | NA | NA | … | … | 55.44 | 48.83 | 41.01 | 38.51 | 37.87 | 37.38 | 74.53 | 42.37 | 54.66 | 47.75 | 50.69 | 49.83 |
| Draw Down(%) | NA | 37.49 | 57.35 | 72.27 | 72.27 | NA | NA | … | … | 13.50 | 57.16 | 28.76 | 24.95 | 49.35 | 13.78 | 51.74 | 29.32 | 39.74 | 24.68 | 53.27 | 58.25 |
| 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 |
Data as of 06/04/2026, Common starting date is 02/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATEX (Anterix Inc.) |
-20.67%
Jul 2022 – Jul 2025 |
-13.08%
May 2020 – May 2025 |
-5.60%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATEX (Anterix Inc.) |
33.97%
Jun 2018 – Jun 2021 |
22.91%
Jun 2016 – Jun 2021 |
10.25%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart