Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ATSAF (ATS Automation Tooling Systems Inc) NA 54.34% 52.36% 25.79% 15.41% NA NA
Data as of 07/26/2023, Common starting date is 12/30/2009
More Performance Analytics Comparison
Name Start Date End Date
ATSAF (ATS Automation Tooling Systems Inc) 12/30/2009 07/26/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -5.26 54.34 52.36 25.79 15.41 NA NA 47.85 -22.15 128.07 5.58 55.37 -10.46 27.39 13.95 -38.25 3.20 45.68 46.67 -10.18 -6.57 -1.52
Sharpe Ratio NA 1.40 1.28 0.64 0.43 NA NA 3.23 -0.51 3.59 0.13 1.73 -0.37 0.94 0.36 -1.19 0.14 1.78 1.25 -0.29 -0.16 NA
Standard Deviation(%) NA 36.25 39.51 38.51 34.36 NA NA 29.90 46.46 35.69 42.26 31.25 32.22 28.70 38.37 32.21 22.21 25.65 37.55 34.71 42.38 0.00
Draw Down(%) NA 27.59 42.32 47.59 59.81 NA NA 8.27 42.32 16.66 40.16 23.20 46.86 18.33 27.05 38.25 28.25 17.38 22.67 35.95 33.87 1.52
Yield(%) 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 07/26/2023, 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
ATSAF (ATS Automation Tooling Systems Inc) -16.16%
Nov 2013 – Nov 2016
-3.70%
Dec 2013 – Dec 2018
3.81%
Mar 2010 – Mar 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATSAF (ATS Automation Tooling Systems Inc) 59.15%
Mar 2020 – Mar 2023
38.41%
Nov 2016 – Nov 2021
20.81%
Dec 2011 – Dec 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return