Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BATEX (BATS SERIES E BATS SERIES E) | 2.48% | 7.59% | 5.47% | 1.44% | 3.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BATEX (BATS SERIES E BATS SERIES E) | 08/06/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 7.59 | 5.47 | 1.44 | 3.89 | NA | NA | … | … | 2.48 | 3.23 | 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 | 1.21 | 0.43 | -0.18 | 0.38 | NA | NA | … | … | 0.59 | 0.05 | 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 | 3.84 | 6.11 | 5.83 | 5.94 | NA | NA | … | … | 4.05 | 7.80 | 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 | 3.14 | 7.57 | 19.01 | 19.01 | NA | NA | … | … | 3.14 | 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 | 4.76 | 4.69 | 4.23 | 4.46 | 3.77 | 2.83 | … | … | 1.65 | 4.92 | 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 06/04/2026, Common starting date 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 |
1.46%
May 2021 – May 2026 |
3.87%
May 2016 – May 2026 |
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