Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ATIF (ATIF Holdings Ltd) NA -5.31% -35.30% -11.04% NA NA NA
Data as of 02/18/2025, Common starting date is 05/06/2019
More Performance Analytics Comparison
Name Start Date End Date
ATIF (ATIF Holdings Ltd) 05/06/2019 02/18/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) 3.88 -5.31 -35.30 -11.04 NA NA NA 0.00 2.88 -53.57 -30.43 246.24 -90.46 -58.51
Sharpe Ratio NA -0.08 -0.34 -0.10 NA NA NA -0.02 -0.01 -0.60 -0.35 1.20 -0.47 -1.44
Standard Deviation(%) NA 136.35 112.29 134.53 NA NA NA 198.04 126.92 95.96 91.81 205.08 192.70 52.14
Draw Down(%) NA 55.81 84.42 86.72 NA NA NA 55.81 49.59 68.86 72.77 74.14 93.37 58.94
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
Data as of 02/18/2025, Common starting date is 05/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATIF (ATIF Holdings Ltd) -53.58%
Oct 2019 – Oct 2022
-46.14%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATIF (ATIF Holdings Ltd) 15.27%
Nov 2020 – Nov 2023
-9.33%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return