Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRACX (BATS SERIES C BATS SERIES C) | 0.16% | 5.24% | 5.44% | 0.49% | 2.32% | 2.38% | 2.60% | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRACX (BATS SERIES C BATS SERIES C) | 10/28/2004 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 5.24 | 5.44 | 0.49 | 2.32 | 2.38 | 2.60 | … | … | 0.16 | 7.99 | 2.36 | 9.37 | -15.30 | -2.67 | 7.60 | 13.90 | -3.14 | 6.04 | 5.79 | -1.00 | 7.07 | -6.07 | 6.36 | 3.18 | 3.50 | 9.88 | -3.32 | 2.83 | -0.41 | -1.69 | 0.85 |
| Sharpe Ratio | NA | 0.93 | 0.46 | -0.29 | 0.13 | NA | NA | … | … | -0.34 | 1.04 | -0.22 | 0.73 | -1.88 | -0.51 | 0.80 | 2.95 | -1.35 | 1.59 | 1.35 | -0.21 | 2.22 | -1.42 | 1.75 | 0.57 | 0.62 | 1.26 | -0.43 | -0.08 | -1.83 | -1.32 | 0.83 |
| Standard Deviation(%) | NA | 4.32 | 5.77 | 6.69 | 6.08 | NA | NA | … | … | 4.66 | 4.92 | 5.62 | 7.85 | 8.91 | 5.27 | 9.17 | 4.22 | 3.37 | 3.39 | 4.13 | 4.89 | 3.18 | 4.29 | 3.64 | 5.57 | 5.50 | 7.77 | 9.94 | 4.06 | 2.10 | 3.00 | 4.13 |
| Draw Down(%) | NA | 3.26 | 6.06 | 22.73 | 24.67 | NA | NA | … | … | 3.26 | 3.62 | 3.99 | 6.86 | 20.33 | 5.42 | 14.79 | 2.64 | 4.50 | 1.74 | 4.68 | 4.14 | 1.85 | 7.98 | 1.88 | 3.71 | 4.81 | 4.76 | 17.73 | 3.74 | 3.34 | 3.84 | 1.09 |
| Yield(%) | 0.00 | 4.84 | 5.04 | 3.61 | 3.59 | 3.14 | 2.98 | … | … | 1.69 | 5.42 | 5.15 | 4.39 | 2.86 | 2.57 | 3.21 | 4.20 | 2.80 | 3.82 | 3.80 | 4.40 | 4.31 | 0.00 | 0.00 | 0.00 | 0.00 | 1.38 | 5.87 | 2.29 | 0.00 | 0.00 | 0.95 |
Data as of 06/04/2026, Common starting date is 10/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRACX (BATS SERIES C BATS SERIES C) |
-6.62%
Oct 2020 – Oct 2023 |
-1.19%
Oct 2017 – Oct 2022 |
0.39%
Oct 2012 – Oct 2022 |
1.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRACX (BATS SERIES C BATS SERIES C) |
10.13%
Oct 2008 – Oct 2011 |
6.30%
Nov 2015 – Nov 2020 |
4.27%
Oct 2008 – Oct 2018 |
3.58%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart