Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRASX (BATS SERIES S BATS SERIES S) | 0.27% | 3.81% | 5.33% | 2.71% | 2.89% | 1.98% | 2.03% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRASX (BATS SERIES S BATS SERIES S) | 11/03/2004 | 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 | 3.81 | 5.33 | 2.71 | 2.89 | 1.98 | 2.03 | … | … | 0.27 | 6.10 | 5.54 | 6.07 | -4.14 | 0.69 | 3.89 | 6.22 | 0.97 | 2.23 | 3.08 | 1.14 | 0.96 | -2.09 | 0.90 | -0.70 | -0.40 | 5.52 | 2.38 | 2.36 | -0.20 | -1.21 | -0.50 |
| Sharpe Ratio | NA | 0.77 | 0.99 | 0.09 | 0.53 | NA | NA | … | … | -0.73 | 1.40 | 0.86 | 0.83 | -2.26 | 0.67 | 0.75 | 2.46 | -0.30 | 1.27 | 1.93 | 0.73 | 0.73 | -1.58 | 0.66 | -0.48 | -0.20 | 2.18 | 0.43 | -0.49 | -3.11 | -3.88 | -3.56 |
| Standard Deviation(%) | NA | 2.32 | 2.31 | 2.35 | 2.44 | NA | NA | … | … | 2.15 | 2.30 | 2.23 | 2.92 | 2.47 | 0.99 | 4.81 | 1.93 | 1.39 | 1.24 | 1.48 | 1.53 | 1.29 | 1.34 | 1.29 | 1.51 | 2.48 | 2.49 | 3.26 | 1.63 | 1.17 | 0.89 | 1.31 |
| Draw Down(%) | NA | 1.39 | 1.39 | 6.19 | 10.61 | NA | NA | … | … | 1.39 | 0.86 | 0.97 | 1.26 | 6.11 | 0.56 | 10.61 | 0.83 | 0.77 | 0.52 | 0.63 | 0.73 | 0.70 | 3.08 | 1.18 | 1.78 | 3.39 | 1.52 | 2.65 | 1.12 | 1.12 | 1.41 | 0.60 |
| Yield(%) | 0.00 | 4.18 | 4.50 | 3.46 | 3.08 | 2.36 | 2.20 | … | … | 1.45 | 4.65 | 4.63 | 4.12 | 2.48 | 1.59 | 2.68 | 3.16 | 2.21 | 2.64 | 3.35 | 3.19 | 1.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.70 | 4.69 | 2.13 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRASX (BATS SERIES S BATS SERIES S) |
-1.55%
Aug 2010 – Aug 2013 |
-0.47%
Aug 2010 – Aug 2015 |
0.73%
Dec 2004 – Dec 2014 |
1.20%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRASX (BATS SERIES S BATS SERIES S) |
6.11%
Oct 2022 – Oct 2025 |
3.38%
Mar 2020 – Mar 2025 |
3.08%
Feb 2016 – Feb 2026 |
2.07%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart