Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATASY (Atlantia SpA ADR) | NA | 28.72% | 1.87% | -3.57% | 6.06% | NA | NA | … | … |
Data as of 12/21/2022, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATASY (Atlantia SpA ADR) | 01/21/2010 | 12/21/2022 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.67 | 28.72 | 1.87 | -3.57 | 6.06 | NA | NA | … | … | 28.36 | 9.99 | -22.86 | 12.20 | -33.99 | 35.48 | -11.82 | 14.09 | 3.21 | 24.14 | 19.87 | -24.31 | -20.20 |
| Sharpe Ratio | NA | 1.18 | 0.02 | -0.13 | 0.09 | NA | NA | … | … | 1.03 | 0.40 | -0.34 | 0.37 | -1.04 | 1.81 | -0.42 | 0.54 | 0.12 | 0.93 | 0.55 | -0.55 | -0.32 |
| Standard Deviation(%) | NA | 26.81 | 45.05 | 40.21 | 33.63 | NA | NA | … | … | 27.04 | 24.99 | 68.67 | 29.39 | 33.90 | 19.30 | 28.55 | 26.10 | 26.37 | 25.94 | 36.09 | 44.44 | 66.89 |
| Draw Down(%) | NA | 18.94 | 58.00 | 68.90 | 68.90 | NA | NA | … | … | 18.94 | 15.48 | 58.00 | 22.44 | 42.65 | 10.76 | 26.80 | 17.74 | 23.87 | 17.22 | 29.88 | 49.92 | 41.94 |
| Yield(%) | 0.00 | 4.08 | 1.12 | 1.64 | 4.28 | 2.81 | 2.11 | … | … | 3.91 | 0.00 | 0.00 | 4.82 | 2.54 | 5.31 | 3.85 | 3.76 | 4.37 | 5.27 | 5.92 | 4.82 | 3.77 |
Data as of 12/21/2022, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATASY (Atlantia SpA ADR) |
-20.16%
Oct 2017 – Oct 2020 |
-10.22%
Mar 2015 – Mar 2020 |
-1.20%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATASY (Atlantia SpA ADR) |
33.72%
May 2012 – May 2015 |
23.71%
Jul 2012 – Jul 2017 |
10.61%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart