Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATI (ATI Inc.) | 57.81% | 118.25% | 69.04% | 49.99% | 29.61% | 8.19% | 6.46% | … | … |
Data as of 06/04/2026, Common starting date is 11/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATI (ATI Inc.) | 11/29/1999 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.20 | 118.25 | 69.04 | 49.99 | 29.61 | 8.19 | 6.46 | … | … | 57.81 | 112.48 | 21.05 | 52.28 | 87.45 | -5.01 | -18.90 | -5.10 | -9.82 | 51.54 | 43.66 | -66.74 | -0.47 | 20.17 | -35.14 | -12.20 | 25.05 | 79.84 | -69.99 | -4.18 | 152.95 | 68.22 | 66.41 | 122.48 | -60.76 | 10.30 | -26.41 | -11.14 |
| Sharpe Ratio | NA | 2.76 | 1.63 | 1.07 | 0.56 | NA | NA | … | … | 4.15 | 2.28 | 0.47 | 1.41 | 1.79 | -0.11 | -0.21 | -0.17 | -0.30 | 1.06 | 0.60 | -1.17 | -0.02 | 0.65 | -0.86 | -0.21 | 0.52 | 1.11 | -0.79 | -0.18 | 3.11 | 1.49 | 1.05 | 1.82 | -1.23 | 0.20 | -0.68 | -1.61 |
| Standard Deviation(%) | NA | 42.30 | 41.61 | 42.85 | 51.21 | NA | NA | … | … | 43.15 | 49.29 | 37.30 | 34.91 | 48.41 | 45.49 | 91.98 | 38.35 | 37.50 | 48.07 | 72.51 | 57.07 | 32.13 | 30.97 | 41.05 | 56.95 | 48.19 | 71.95 | 89.43 | 40.20 | 48.45 | 44.36 | 62.29 | 66.79 | 50.52 | 39.46 | 45.21 | 47.34 |
| Draw Down(%) | NA | 25.31 | 38.02 | 43.08 | 82.45 | NA | NA | … | … | 18.58 | 36.27 | 22.15 | 25.38 | 30.89 | 43.31 | 74.71 | 41.05 | 28.75 | 33.17 | 36.52 | 71.45 | 34.37 | 23.12 | 49.66 | 54.64 | 29.63 | 44.33 | 82.21 | 29.63 | 33.86 | 24.87 | 37.18 | 62.76 | 69.52 | 38.94 | 49.34 | 19.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.36 | 0.54 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.09 | 1.80 | 2.04 | 2.28 | 1.43 | 1.25 | 1.52 | 2.66 | 0.85 | 0.64 | 1.19 | 1.37 | 1.77 | 3.85 | 4.04 | 5.27 | 3.61 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATI (ATI Inc.) |
-44.89%
Mar 2000 – Mar 2003 |
-30.72%
Jan 2011 – Jan 2016 |
-16.77%
May 2007 – May 2017 |
-10.47%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATI (ATI Inc.) |
181.27%
Mar 2003 – Mar 2006 |
94.12%
Feb 2003 – Feb 2008 |
30.39%
May 2016 – May 2026 |
17.33%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart