Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATLCY (Atlas Copco ADR) | 9.80% | 23.67% | 12.74% | 8.26% | 17.77% | 13.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLCY (Atlas Copco ADR) | 12/30/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.95 | 23.67 | 12.74 | 8.26 | 17.77 | 13.23 | NA | … | … | 9.80 | 22.18 | -8.93 | 42.78 | -25.47 | 34.50 | 37.55 | 62.15 | -20.68 | 43.35 | 22.37 | -4.64 | 3.13 | 6.61 | 35.12 | -10.76 | 77.74 | -0.38 |
| Sharpe Ratio | NA | 0.62 | 0.30 | 0.16 | 0.47 | NA | NA | … | … | 0.51 | 0.61 | -0.48 | 1.35 | -0.57 | 1.24 | 0.83 | 2.13 | -0.54 | 1.99 | 0.66 | -0.15 | 0.13 | 0.26 | 1.00 | -0.21 | 1.93 | NA |
| Standard Deviation(%) | NA | 31.01 | 29.42 | 34.05 | 34.15 | NA | NA | … | … | 36.64 | 31.85 | 26.23 | 29.20 | 47.69 | 27.90 | 44.49 | 28.52 | 40.87 | 21.60 | 33.61 | 31.27 | 23.71 | 25.64 | 35.36 | 50.40 | 40.24 | 0.00 |
| Draw Down(%) | NA | 21.28 | 29.99 | 44.70 | 44.70 | NA | NA | … | … | 21.28 | 24.95 | 22.06 | 17.37 | 44.70 | 14.46 | 38.22 | 15.90 | 43.24 | 9.17 | 17.75 | 30.63 | 17.49 | 20.09 | 24.43 | 42.03 | 20.43 | 0.38 |
| Yield(%) | 0.00 | 2.90 | 2.47 | 1.04 | 7.56 | 6.60 | 9.26 | … | … | 1.72 | 2.15 | 1.87 | 2.08 | 2.10 | 1.87 | 6.19 | 3.15 | 28.33 | 2.84 | 3.32 | 5.74 | 3.45 | 3.37 | 3.73 | 6.18 | 3.10 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLCY (Atlas Copco ADR) |
-3.42%
Jan 2013 – Jan 2016 |
2.14%
Apr 2011 – Apr 2016 |
11.65%
Sep 2012 – Sep 2022 |
12.15%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLCY (Atlas Copco ADR) |
44.22%
Dec 2018 – Dec 2021 |
29.65%
Jan 2016 – Jan 2021 |
20.12%
Jan 2016 – Jan 2026 |
17.27%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart