Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATR (AptarGroup, Inc.) | -6.99% | -24.09% | 1.15% | -3.77% | 5.25% | 7.03% | 9.41% | … | … |
Data as of 06/04/2026, Common starting date is 04/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATR (AptarGroup, Inc.) | 04/23/1993 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.97 | -24.09 | 1.15 | -3.77 | 5.25 | 7.03 | 9.41 | … | … | -6.99 | -21.40 | 28.60 | 13.89 | -8.93 | -9.54 | 19.87 | 24.47 | 10.55 | 19.32 | 2.76 | 10.61 | 0.26 | 44.61 | -6.95 | 11.45 | 35.24 | 3.28 | -12.48 | 43.51 | 20.51 | 4.60 | 40.95 | 28.75 | -8.01 | 22.70 | 20.96 | -10.47 | 1.13 | 57.45 | -5.69 | 30.00 | 38.55 | 6.41 |
| Sharpe Ratio | NA | -1.11 | -0.07 | -0.26 | 0.18 | NA | NA | … | … | -0.45 | -0.96 | 1.51 | 0.58 | -0.39 | -0.44 | 0.58 | 1.44 | 0.46 | 1.43 | 0.13 | 0.64 | 0.02 | 2.97 | -0.42 | 0.44 | 1.59 | 0.11 | -0.30 | 1.33 | 0.86 | 0.10 | 1.70 | 1.16 | -0.29 | 0.63 | 0.38 | -0.31 | -0.06 | 2.19 | -0.33 | 1.21 | 1.63 | 0.29 |
| Standard Deviation(%) | NA | 25.69 | 21.59 | 22.57 | 22.13 | NA | NA | … | … | 28.21 | 25.36 | 16.53 | 17.92 | 26.70 | 21.51 | 33.50 | 16.01 | 20.10 | 13.13 | 19.10 | 16.65 | 15.37 | 15.00 | 16.83 | 25.78 | 22.05 | 29.37 | 44.36 | 30.42 | 20.06 | 22.87 | 23.53 | 24.11 | 31.34 | 32.67 | 44.59 | 44.45 | 39.34 | 24.41 | 27.71 | 21.46 | 21.75 | 24.52 |
| Draw Down(%) | NA | 29.84 | 34.98 | 35.59 | 39.78 | NA | NA | … | … | 21.73 | 29.84 | 11.02 | 8.57 | 23.73 | 27.43 | 28.79 | 13.54 | 19.62 | 9.85 | 11.67 | 8.47 | 16.65 | 5.06 | 16.04 | 20.92 | 14.59 | 29.02 | 42.06 | 13.49 | 15.71 | 11.47 | 9.71 | 14.45 | 34.54 | 21.41 | 33.07 | 26.17 | 38.52 | 13.16 | 29.45 | 14.35 | 13.17 | 15.38 |
| Yield(%) | 0.00 | 1.26 | 1.57 | 1.15 | 1.97 | 2.68 | 4.68 | … | … | 0.78 | 1.19 | 1.40 | 1.43 | 1.26 | 1.12 | 1.27 | 1.57 | 1.52 | 1.75 | 1.69 | 1.71 | 1.62 | 2.05 | 1.68 | 1.66 | 1.82 | 1.68 | 1.40 | 4.10 | 6.40 | 5.29 | 4.56 | 3.33 | 2.75 | 3.06 | 3.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATR (AptarGroup, Inc.) |
-7.98%
Oct 1997 – Oct 2000 |
-3.44%
May 2021 – May 2026 |
5.53%
May 2016 – May 2026 |
6.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATR (AptarGroup, Inc.) |
34.93%
May 1993 – May 1996 |
32.03%
Oct 2002 – Oct 2007 |
19.71%
Oct 2000 – Oct 2010 |
19.44%
May 1993 – May 2008 |
Annualized Rolling Returns Comparison Chart