Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATGE (Adtalem Global Education Inc.) | -4.76% | 0.60% | 35.05% | 19.39% | 18.83% | 4.63% | 7.76% | … | … |
Data as of 02/23/2026, Common starting date is 06/24/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATGE (Adtalem Global Education Inc.) | 06/24/1991 | 02/23/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.09 | 0.60 | 35.05 | 19.39 | 18.83 | 4.63 | 7.76 | … | … | -4.76 | 15.22 | 54.15 | 66.06 | 20.09 | -12.93 | -2.92 | -25.95 | 12.53 | 34.78 | 25.24 | -45.98 | 34.76 | 51.18 | -37.55 | -19.33 | -15.05 | -0.84 | 10.76 | 86.03 | 40.26 | 15.21 | -30.92 | 51.29 | -41.62 | -24.64 | 101.33 | -38.78 | 92.16 | 35.64 | 74.07 | 74.19 | 10.71 | 39.13 | 46.36 | 44.74 |
| Sharpe Ratio | NA | -0.04 | 0.73 | 0.40 | 0.42 | NA | NA | … | … | -0.73 | 0.24 | 1.18 | 1.79 | 0.45 | -0.31 | -0.06 | -0.80 | 0.37 | 1.15 | 0.46 | -1.08 | 1.19 | 1.34 | -0.80 | -0.40 | -0.35 | -0.02 | 0.17 | 1.70 | 1.01 | 0.37 | -0.61 | 1.21 | -0.85 | -0.58 | 1.63 | -0.83 | 1.83 | -0.48 | 2.15 | 2.32 | 0.26 | 1.16 | 1.22 | 2.20 |
| Standard Deviation(%) | NA | 53.89 | 43.36 | 42.92 | 41.02 | NA | NA | … | … | 43.02 | 53.52 | 40.79 | 34.82 | 42.19 | 41.33 | 48.78 | 34.38 | 30.62 | 29.77 | 53.61 | 42.42 | 29.11 | 38.31 | 47.44 | 48.64 | 42.78 | 40.02 | 58.65 | 49.13 | 36.94 | 34.79 | 52.19 | 41.65 | 50.24 | 46.86 | 59.79 | 50.44 | 48.50 | 40.93 | 32.49 | 30.28 | 29.98 | 31.82 | 35.64 | 44.97 |
| Draw Down(%) | NA | 42.14 | 42.14 | 52.65 | 66.06 | NA | NA | … | … | 23.63 | 42.14 | 26.72 | 23.16 | 37.75 | 33.87 | 41.80 | 42.20 | 23.37 | 22.88 | 36.82 | 52.43 | 13.94 | 20.39 | 56.16 | 50.40 | 49.41 | 37.68 | 32.21 | 14.01 | 23.31 | 26.92 | 55.84 | 26.14 | 60.47 | 42.49 | 28.90 | 48.16 | 32.84 | 28.64 | 26.91 | 13.59 | 28.03 | 16.16 | 18.75 | 20.31 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.25 | 0.56 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.45 | 0.81 | 1.00 | 1.43 | 0.83 | 0.56 | 0.39 | 0.32 | 0.28 | 0.38 | 0.26 | 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 02/23/2026, Common starting date is 06/24/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGE (Adtalem Global Education Inc.) |
-27.26%
Aug 2009 – Aug 2012 |
-20.40%
Jun 2011 – Jun 2016 |
-7.87%
Mar 2010 – Mar 2020 |
-4.12%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGE (Adtalem Global Education Inc.) |
70.12%
Feb 2022 – Feb 2025 |
54.31%
Dec 1993 – Dec 1998 |
40.38%
Jul 1991 – Jul 2001 |
22.91%
Nov 1992 – Nov 2007 |
Annualized Rolling Returns Comparison Chart