Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRAMX (BATS SERIES M BATS SERIES M) | -0.13% | 5.87% | 4.65% | 0.55% | 1.62% | 1.58% | 1.25% | … | … |
Data as of 06/05/2026, Common starting date is 10/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRAMX (BATS SERIES M BATS SERIES M) | 10/28/2004 | 06/05/2026 |
| 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 (%) | -0.71 | 5.87 | 4.65 | 0.55 | 1.62 | 1.58 | 1.25 | … | … | -0.13 | 8.71 | 2.14 | 5.46 | -11.87 | -0.73 | 5.02 | 6.84 | 0.57 | 2.34 | 2.22 | 1.55 | 6.43 | -4.51 | -5.41 | 11.06 | 4.75 | 3.54 | -11.97 | 1.84 | -0.20 | -1.88 | 0.48 |
| Sharpe Ratio | NA | 1.10 | 0.35 | -0.29 | 0.02 | NA | NA | … | … | -0.24 | 1.19 | -0.24 | 0.22 | -1.68 | -0.37 | 1.60 | 2.33 | -0.30 | 0.66 | 0.92 | 0.54 | 2.31 | -0.88 | -0.63 | 1.80 | 0.79 | 0.37 | -0.82 | -0.31 | -2.07 | -2.01 | 0.48 |
| Standard Deviation(%) | NA | 4.19 | 6.04 | 6.35 | 4.85 | NA | NA | … | … | 4.53 | 4.91 | 6.12 | 8.13 | 7.95 | 2.06 | 2.97 | 2.30 | 2.75 | 2.57 | 2.19 | 2.84 | 2.77 | 5.15 | 8.73 | 6.12 | 5.93 | 9.23 | 15.66 | 4.23 | 1.76 | 2.06 | 2.59 |
| Draw Down(%) | NA | 3.13 | 7.37 | 17.09 | 17.09 | NA | NA | … | … | 3.13 | 2.84 | 4.12 | 8.75 | 16.23 | 1.50 | 3.74 | 0.82 | 2.54 | 1.44 | 3.21 | 1.73 | 1.02 | 7.32 | 8.97 | 3.59 | 6.21 | 7.19 | 26.88 | 3.27 | 2.04 | 2.48 | 0.89 |
| Yield(%) | 0.00 | 4.26 | 4.23 | 3.08 | 2.98 | 2.43 | 1.85 | … | … | 1.41 | 4.64 | 4.36 | 3.69 | 2.40 | 2.09 | 3.23 | 3.36 | 2.81 | 2.94 | 3.05 | 3.34 | 1.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 0.98 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| BRAMX (BATS SERIES M BATS SERIES M) |
-5.90%
Feb 2006 – Feb 2009 |
-1.89%
Dec 2004 – Dec 2009 |
-0.56%
Oct 2012 – Oct 2022 |
0.36%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRAMX (BATS SERIES M BATS SERIES M) |
8.99%
Feb 2009 – Feb 2012 |
3.68%
Feb 2009 – Feb 2014 |
3.00%
Feb 2009 – Feb 2019 |
2.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart