Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATRI (ATRION Corporation) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 08/23/2024, Common starting date is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATRI (ATRION Corporation) | 03/18/1980 | 08/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -30.92 | -19.58 | 10.94 | -13.63 | 2.16 | 18.45 | 25.29 | 34.27 | 13.10 | 15.77 | 52.72 | -13.43 | 35.15 | 23.05 | 62.23 | -21.52 | 62.16 | 13.09 | 52.02 | 2.70 | 103.10 | -40.87 | 157.97 | 38.82 | 32.81 | -42.34 | -15.91 | 16.47 | 28.79 | -18.52 | -10.99 | 44.44 | 10.53 | 25.27 | -25.41 | -20.78 | -31.25 | -26.80 | -6.71 | 46.43 | 20.43 | 1.09 | 19.48 | 18.46 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.81 | -0.60 | 0.36 | -0.33 | 0.04 | 0.58 | 1.05 | 1.63 | 0.58 | 0.56 | 2.80 | -0.45 | 1.15 | 0.67 | 1.18 | -0.36 | 2.24 | 0.41 | 1.53 | 0.05 | 2.21 | -1.00 | 2.65 | 0.69 | 0.71 | -0.86 | -0.43 | 0.35 | 0.85 | -0.65 | -0.37 | 1.12 | 0.19 | 0.42 | -0.65 | -0.61 | -0.70 | -0.82 | -0.44 | 2.34 | 0.61 | -0.43 | 0.51 | 0.53 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 43.82 | 34.96 | 30.38 | 42.04 | 21.12 | 29.48 | 23.68 | 20.94 | 22.66 | 28.15 | 18.79 | 30.19 | 30.55 | 34.42 | 52.44 | 62.41 | 26.54 | 23.78 | 32.57 | 33.02 | 46.41 | 41.89 | 60.11 | 50.06 | 41.90 | 53.09 | 44.60 | 36.50 | 29.50 | 33.01 | 35.17 | 37.27 | 34.83 | 47.32 | 48.19 | 41.31 | 50.16 | 37.54 | 27.34 | 16.86 | 23.28 | 14.75 | 18.38 | 30.22 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 57.84 | 28.05 | 20.38 | 22.68 | 25.30 | 16.46 | 10.64 | 13.30 | 13.95 | 14.85 | 10.95 | 27.14 | 14.23 | 21.04 | 33.39 | 42.52 | 14.39 | 20.37 | 24.73 | 20.31 | 20.22 | 54.61 | 24.20 | 20.56 | 22.73 | 54.95 | 28.79 | 20.00 | 10.76 | 25.84 | 16.67 | 14.29 | 10.77 | 19.59 | 50.00 | 32.18 | 58.12 | 30.62 | 24.39 | 11.72 | 21.31 | 13.13 | 10.39 | 17.14 |
| Yield(%) | 0.00 | 1.85 | 1.19 | 1.01 | 1.85 | 4.35 | 10.19 | … | … | 1.12 | 1.53 | 1.17 | 1.13 | 0.89 | 0.79 | 0.82 | 0.90 | 1.04 | 0.97 | 0.96 | 1.19 | 5.03 | 0.97 | 6.78 | 1.36 | 0.87 | 1.12 | 1.09 | 1.33 | 1.14 | 1.07 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2024, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRI (ATRION Corporation) |
-32.53%
Apr 1987 – Apr 1990 |
-24.66%
Sep 1984 – Sep 1989 |
-8.70%
Dec 1984 – Dec 1994 |
-7.82%
Sep 1984 – Sep 1999 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRI (ATRION Corporation) |
68.17%
Dec 1998 – Dec 2001 |
47.76%
Sep 2002 – Sep 2007 |
33.61%
Sep 1999 – Sep 2009 |
29.13%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart