Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATLKY (Atlas Copco AB) | 6.89% | 16.85% | 10.49% | 6.29% | 17.96% | 12.94% | 15.40% | … | … |
Data as of 06/10/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLKY (Atlas Copco AB) | 11/19/1996 | 06/10/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.73 | 16.85 | 10.49 | 6.29 | 17.96 | 12.94 | 15.40 | … | … | 6.89 | 20.52 | -10.73 | 48.23 | -29.20 | 37.54 | 33.69 | 71.32 | -22.81 | 43.85 | 28.38 | -8.46 | 3.41 | 3.11 | 33.90 | -11.13 | 76.27 | 75.12 | -40.36 | 6.68 | 53.16 | 62.10 | 30.11 | 91.05 | -4.36 | 2.47 | -31.06 | 32.02 | -22.61 | 21.05 | 12.43 |
| Sharpe Ratio | NA | 0.46 | 0.24 | 0.11 | 0.48 | NA | NA | … | … | 0.39 | 0.52 | -0.55 | 1.46 | -0.67 | 1.43 | 0.73 | 2.53 | -0.83 | 2.17 | 0.91 | -0.27 | 0.16 | 0.13 | 0.97 | -0.22 | 1.93 | 1.15 | -0.54 | 0.08 | 1.29 | 2.26 | 1.08 | 2.62 | -0.13 | 0.00 | -0.69 | 0.55 | -0.54 | 0.55 | 5.72 |
| Standard Deviation(%) | NA | 32.57 | 30.51 | 34.11 | 32.74 | NA | NA | … | … | 38.29 | 33.81 | 25.94 | 30.81 | 45.59 | 26.28 | 45.49 | 27.65 | 29.26 | 20.02 | 31.06 | 31.04 | 21.80 | 24.02 | 35.38 | 50.16 | 39.45 | 65.04 | 75.99 | 41.75 | 38.85 | 26.47 | 26.93 | 34.43 | 41.02 | 49.28 | 51.19 | 52.23 | 47.88 | 31.40 | 32.02 |
| Draw Down(%) | NA | 23.32 | 30.78 | 47.86 | 47.86 | NA | NA | … | … | 23.32 | 26.34 | 22.76 | 16.59 | 47.86 | 14.73 | 38.72 | 14.99 | 33.94 | 10.47 | 18.46 | 34.46 | 16.54 | 19.52 | 23.92 | 40.05 | 22.18 | 32.04 | 69.63 | 24.09 | 28.88 | 12.10 | 17.02 | 12.21 | 31.45 | 32.65 | 46.28 | 29.84 | 41.25 | 18.21 | 5.38 |
| Yield(%) | 0.00 | 2.51 | 2.14 | 0.91 | 7.53 | 6.29 | 12.22 | … | … | 1.53 | 1.91 | 1.62 | 1.85 | 1.87 | 1.66 | 5.40 | 2.88 | 26.71 | 2.53 | 3.11 | 5.27 | 3.16 | 2.97 | 3.27 | 5.54 | 2.75 | 3.98 | 3.31 | 19.76 | 2.39 | 9.15 | 2.64 | 3.71 | 2.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLKY (Atlas Copco AB) |
-22.57%
Sep 1997 – Sep 2000 |
-12.52%
Sep 1997 – Sep 2002 |
9.42%
Mar 1999 – Mar 2009 |
10.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLKY (Atlas Copco AB) |
70.14%
Mar 2003 – Mar 2006 |
52.96%
Sep 2002 – Sep 2007 |
31.43%
Jan 2003 – Jan 2013 |
25.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart