Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWRY (Allegheny and Western Railway Company) | NA | -14.11% | 19.73% | -8.05% | 2.89% | NA | NA | … | … |
Data as of 12/03/2024, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWRY (Allegheny and Western Railway Company) | 09/26/2012 | 12/03/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.11 | 19.73 | -8.05 | 2.89 | NA | NA | … | … | -17.16 | 7.50 | 81.19 | -61.04 | 23.90 | 17.75 | 1.09 | 22.37 | 1.13 | 5.85 | 26.39 | -1.20 | 8.41 |
| Sharpe Ratio | NA | -0.79 | 0.39 | -0.16 | 0.03 | NA | NA | … | … | -0.91 | 0.64 | 1.32 | -0.65 | 0.29 | 0.59 | -0.02 | 1.61 | 0.14 | 0.39 | 2.36 | -0.09 | 3.29 |
| Standard Deviation(%) | NA | 26.32 | 40.27 | 64.63 | 45.26 | NA | NA | … | … | 27.87 | 5.12 | 60.67 | 94.67 | 80.50 | 27.64 | 12.46 | 13.53 | 6.79 | 14.96 | 11.19 | 13.58 | 11.35 |
| Draw Down(%) | NA | 17.16 | 17.16 | 65.98 | 65.98 | NA | NA | … | … | 17.16 | 0.00 | 7.14 | 63.38 | 28.57 | 17.37 | 9.87 | 0.00 | 5.00 | 11.76 | 0.00 | 11.22 | 0.00 |
| Yield(%) | 0.00 | 3.55 | 10.00 | 3.79 | 6.00 | 5.24 | 3.93 | … | … | 0.00 | 7.10 | 12.00 | 4.29 | 5.10 | 5.71 | 5.45 | 6.32 | 6.00 | 5.96 | 7.06 | 6.53 | 3.42 |
Data as of 12/03/2024, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWRY (Allegheny and Western Railway Company) |
-17.70%
Nov 2018 – Nov 2021 |
-7.36%
Nov 2016 – Nov 2021 |
4.79%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWRY (Allegheny and Western Railway Company) |
21.23%
Nov 2016 – Nov 2019 |
17.61%
Jun 2015 – Jun 2020 |
6.36%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart