Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATLKF (Atlas Copco AB Class A) | NA | -84.17% | -29.40% | -21.48% | NA | NA | NA | … | … |
Data as of 08/02/2022, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLKF (Atlas Copco AB Class A) | 08/06/2012 | 08/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.24 | -84.17 | -29.40 | -21.48 | NA | NA | NA | … | … | -84.54 | 35.61 | 26.16 | 71.56 | -44.67 | 43.24 | 22.68 | -13.12 | 4.97 | 11.30 | 13.96 |
| Sharpe Ratio | NA | -0.56 | -0.32 | -0.30 | NA | NA | NA | … | … | -0.49 | 1.31 | 0.66 | 2.04 | -1.07 | 2.44 | 0.87 | -0.51 | 0.24 | 0.44 | 2.38 |
| Standard Deviation(%) | NA | 151.29 | 92.35 | 75.06 | NA | NA | NA | … | … | 197.31 | 27.13 | 38.96 | 34.44 | 43.15 | 17.52 | 25.79 | 25.76 | 20.52 | 25.35 | 16.37 |
| Draw Down(%) | NA | 87.28 | 87.28 | 87.28 | NA | NA | NA | … | … | 86.99 | 15.72 | 36.74 | 14.89 | 51.78 | 7.70 | 16.34 | 30.82 | 18.16 | 20.05 | 3.49 |
| Yield(%) | 0.00 | 2.53 | 1.88 | 0.96 | 1.23 | 0.82 | 0.62 | … | … | 1.86 | 0.84 | 0.00 | 0.00 | 0.02 | 0.00 | 0.16 | 0.28 | 3.12 | 0.00 | 0.00 |
Data as of 08/02/2022, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLKF (Atlas Copco AB Class A) |
-29.82%
Jul 2019 – Jul 2022 |
-21.02%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLKF (Atlas Copco AB Class A) |
43.18%
Dec 2018 – Dec 2021 |
21.80%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart