Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATRRF (Altarea SCA) | NA | -4.74% | -2.83% | -3.57% | NA | NA | NA | … | … |
Data as of 06/13/2025, Common starting date is 06/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATRRF (Altarea SCA) | 06/26/2018 | 06/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.74 | -2.83 | -3.57 | NA | NA | NA | … | … | 0.00 | -0.34 | -7.93 | -18.76 | 6.66 | -13.70 | 3.61 | -6.74 |
| Sharpe Ratio | NA | -1.52 | -0.55 | -0.22 | NA | NA | NA | … | … | 0.00 | -0.35 | -0.75 | -0.87 | 0.16 | -0.23 | 0.11 | -0.91 |
| Standard Deviation(%) | NA | 5.28 | 11.13 | 25.84 | NA | NA | NA | … | … | NA | 11.32 | 15.65 | 22.06 | 43.93 | 61.12 | 19.74 | 15.68 |
| Draw Down(%) | NA | 5.12 | 15.88 | 45.58 | NA | NA | NA | … | … | 0.00 | 5.12 | 15.10 | 18.76 | 23.93 | 50.70 | 11.09 | 10.46 |
| Yield(%) | 0.00 | 0.00 | 6.91 | 6.40 | 2.93 | 1.95 | 1.46 | … | … | 0.00 | 15.68 | 7.39 | 5.50 | 5.46 | 4.33 | 5.77 | 0.00 |
Data as of 06/13/2025, Common starting date is 06/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRRF (Altarea SCA) |
-17.23%
Jan 2022 – Jan 2025 |
-8.27%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRRF (Altarea SCA) |
9.30%
Sep 2018 – Sep 2021 |
-4.26%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart