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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BATEX (BATS SERIES E BATS SERIES E) -4.37% -3.10% 2.12% 1.94% 4.01% NA NA 4.58%
Data as of 07/21/2025, AR inception is 08/06/2014
More Performance Analytics Comparison
Name Start Date End Date
BATEX (BATS SERIES E BATS SERIES E) 08/06/2014 07/21/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -1.83 -3.10 2.12 1.94 4.01 NA NA 4.58 -4.37 5.55 8.16 -13.25 9.30 6.15 11.07 1.35 9.87 2.78 6.55 5.15
Sharpe Ratio NA -0.81 -0.22 -0.03 0.43 NA NA 0.50 -1.15 0.42 0.76 -2.23 4.20 0.47 4.42 -0.02 3.82 0.68 2.37 5.95
Standard Deviation(%) NA 8.10 6.53 5.70 5.88 NA NA 5.68 10.04 4.53 5.96 6.60 2.21 12.41 2.17 2.04 2.42 3.76 2.76 2.22
Draw Down(%) NA 7.14 11.38 19.01 19.01 NA NA 19.01 7.14 2.76 8.64 19.01 2.19 19.01 1.40 1.88 1.10 7.29 2.67 0.78
Yield(%) 0.00 3.83 4.74 4.46 4.69 3.43 2.57 5.15 1.55 4.56 4.61 5.39 4.40 3.94 4.20 4.24 4.09 5.30 4.25 1.23
Data as of 07/21/2025, AR inception is 08/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BATEX (BATS SERIES E BATS SERIES E) -1.49%
Oct 2019 - Oct 2022
1.61%
Oct 2017 - Oct 2022
4.24%
May 2015 - May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BATEX (BATS SERIES E BATS SERIES E) 9.04%
Nov 2018 - Nov 2021
7.68%
Nov 2016 - Nov 2021
4.96%
Sep 2014 - Sep 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart