Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BATPX (BATS SERIES P BATS SERIES P) | 3.97% | 4.08% | 7.42% | 7.93% | 3.76% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BATPX (BATS SERIES P BATS SERIES P) | 03/22/2013 | 06/03/2026 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.08 | 7.42 | 7.93 | 3.76 | NA | NA | … | … | 3.97 | 2.32 | 12.09 | 4.28 | 19.87 | 2.82 | -7.47 | -4.83 | 1.72 | -0.19 | 0.32 | -2.60 | -8.03 | 4.60 |
| Sharpe Ratio | NA | 0.26 | 0.56 | 0.68 | 0.29 | NA | NA | … | … | 1.26 | -0.09 | 1.22 | 0.07 | 1.83 | 0.51 | -1.23 | -1.08 | 0.08 | -0.20 | 0.02 | -0.41 | -1.70 | 0.99 |
| Standard Deviation(%) | NA | 4.94 | 6.92 | 7.87 | 6.69 | NA | NA | … | … | 5.08 | 6.22 | 6.96 | 9.53 | 10.13 | 5.42 | 6.25 | 5.86 | 4.29 | 4.23 | 5.44 | 6.43 | 4.74 | 5.96 |
| Draw Down(%) | NA | 2.80 | 7.62 | 7.62 | 20.04 | NA | NA | … | … | 2.16 | 4.75 | 6.38 | 7.62 | 7.38 | 5.29 | 12.00 | 10.21 | 4.53 | 4.38 | 7.36 | 5.76 | 8.70 | 4.34 |
| Yield(%) | 0.00 | 9.94 | 7.48 | 5.50 | 2.93 | 1.74 | 1.30 | … | … | 0.00 | 10.14 | 7.43 | 4.47 | 1.29 | 0.00 | 0.00 | 1.24 | 0.97 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BATPX (BATS SERIES P BATS SERIES P) |
-5.43%
Aug 2013 – Aug 2016 |
-3.16%
Jun 2015 – Jun 2020 |
0.17%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BATPX (BATS SERIES P BATS SERIES P) |
11.90%
Dec 2021 – Dec 2024 |
8.67%
Jul 2020 – Jul 2025 |
3.62%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart