Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATBIX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS I SHARES) | NA | -2.91% | 4.56% | 3.15% | NA | NA | NA | … | … |
Data as of 08/05/2019, Common starting date is 10/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATBIX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS I SHARES) | 10/06/2011 | 08/05/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.91 | 4.56 | 3.15 | NA | NA | NA | … | … | -50.36 | -19.71 | 6.57 | -0.30 | -6.21 | -1.34 | 18.15 | 8.79 | 6.87 |
| Sharpe Ratio | NA | -1.05 | -0.99 | -1.09 | NA | NA | NA | … | … | -0.87 | -2.40 | -1.83 | -2.83 | -2.98 | -2.27 | -0.06 | -1.09 | 0.61 |
| Standard Deviation(%) | NA | 80.46 | 47.00 | 36.88 | NA | NA | NA | … | … | 102.88 | 17.18 | 6.95 | 12.11 | 8.30 | 8.76 | 6.55 | 9.02 | 21.12 |
| Draw Down(%) | NA | 61.60 | 61.87 | 63.03 | NA | NA | NA | … | … | 54.91 | 25.55 | 4.32 | 8.53 | 9.63 | 8.95 | 4.50 | 8.37 | 7.98 |
| Yield(%) | 0.00 | 57.41 | 24.07 | 15.14 | 10.85 | 7.23 | 5.43 | … | … | 58.73 | 11.61 | 4.68 | 8.33 | 2.69 | 5.31 | 0.90 | 0.33 | 0.23 |
Data as of 08/05/2019, Common starting date is 10/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATBIX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS I SHARES) |
1.92%
Oct 2013 – Oct 2016 |
2.04%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATBIX (PATRIOT BALANCED FUND PATRIOT BALANCED FUND CLASS I SHARES) |
10.83%
Nov 2011 – Nov 2014 |
7.48%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart