Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAJSF (North Atlantic Smaller Companies Investment Trust PLC) | NA | -26.98% | 6.03% | 6.79% | NA | NA | NA | … | … |
Data as of 09/12/2022, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAJSF (North Atlantic Smaller Companies Investment Trust PLC) | 06/08/2015 | 09/12/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | -26.98 | 6.03 | 6.79 | NA | NA | NA | … | … | -23.40 | 23.43 | 8.51 | 31.93 | -2.39 | 7.07 | 12.46 | 16.11 |
| Sharpe Ratio | NA | -1.06 | 0.01 | 0.01 | NA | NA | NA | … | … | -1.11 | 0.02 | 0.25 | 2.08 | -0.21 | 0.26 | 0.43 | 0.62 |
| Standard Deviation(%) | NA | 26.31 | 641.44 | 496.22 | NA | NA | NA | … | … | 29.57 | 1,118.45 | 32.67 | 14.65 | 17.44 | 25.21 | 28.55 | 48.33 |
| Draw Down(%) | NA | 29.26 | 99.04 | 99.04 | NA | NA | NA | … | … | 26.00 | 99.04 | 37.64 | 5.25 | 14.19 | 19.35 | 25.10 | 22.28 |
| Yield(%) | 0.00 | 0.00 | 0.66 | 0.46 | 0.31 | 0.21 | 0.15 | … | … | 0.00 | 0.00 | 0.86 | 1.10 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/12/2022, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAJSF (North Atlantic Smaller Companies Investment Trust PLC) |
-71.80%
Aug 2018 – Aug 2021 |
-50.91%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAJSF (North Atlantic Smaller Companies Investment Trust PLC) |
20.89%
Dec 2018 – Dec 2021 |
17.32%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart