Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NATL (NCR Atleos Corporation) | NA | 20.45% | 10.92% | 9.68% | 4.41% | NA | NA | … | … |
Data as of 11/10/2016, Common starting date is 01/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATL (NCR Atleos Corporation) | 01/28/2005 | 11/10/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 20.45 | 10.92 | 9.68 | 4.41 | NA | NA | … | … | 23.41 | -8.67 | 31.73 | -18.95 | 28.15 | 17.18 | 28.34 | -3.53 | -45.39 | 37.18 | 28.28 | 55.87 |
| Sharpe Ratio | NA | 0.72 | 0.38 | 0.30 | 0.09 | NA | NA | … | … | 0.79 | -0.37 | 0.85 | -0.49 | 0.97 | 0.48 | 0.80 | -0.06 | -0.60 | 0.72 | 0.48 | 1.15 |
| Standard Deviation(%) | NA | 28.21 | 29.08 | 32.21 | 44.69 | NA | NA | … | … | 34.49 | 23.30 | 37.10 | 38.68 | 29.22 | 35.56 | 35.47 | 61.20 | 76.96 | 47.57 | 51.84 | 51.77 |
| Draw Down(%) | NA | 19.90 | 24.86 | 38.32 | 61.76 | NA | NA | … | … | 16.63 | 15.16 | 13.50 | 34.99 | 19.21 | 22.26 | 19.49 | 27.22 | 57.03 | 20.81 | 22.72 | 30.75 |
| Yield(%) | 0.00 | 2.00 | 2.03 | 3.61 | 2.15 | 2.52 | 1.89 | … | … | 1.62 | 1.79 | 2.09 | 1.48 | 9.75 | 1.66 | 1.86 | 1.56 | 0.77 | 0.86 | 0.76 | 0.51 |
Data as of 11/10/2016, Common starting date is 01/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATL (NCR Atleos Corporation) |
-16.76%
Jun 2006 – Jun 2009 |
-3.96%
Aug 2007 – Aug 2012 |
2.64%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATL (NCR Atleos Corporation) |
28.96%
Feb 2010 – Feb 2013 |
16.65%
Jun 2009 – Jun 2014 |
8.58%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart