Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATLPF (Atlas Copco AB) | 12.62% | 23.02% | 13.92% | 18.46% | 25.37% | 16.38% | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLPF (Atlas Copco AB) | 07/19/2007 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.88 | 23.02 | 13.92 | 18.46 | 25.37 | 16.38 | NA | … | … | 12.62 | 22.68 | -12.27 | 58.11 | 7.06 | 38.86 | 111.34 | 73.78 | -43.97 | 44.80 | 24.23 | -12.21 | 3.15 | 0.82 | 1.13 | 57.46 | 25.87 | -99.99 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.36 | 0.20 | 0.29 | 0.51 | NA | NA | … | … | 0.47 | 0.48 | -0.40 | 1.27 | 0.06 | 1.25 | 1.94 | 2.10 | -1.05 | 2.54 | 0.93 | -0.47 | 0.17 | 0.04 | 0.96 | 1.30 | 0.18 | -0.05 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 45.83 | 42.42 | 54.02 | 46.89 | NA | NA | … | … | 53.95 | 41.38 | 39.23 | 43.27 | 88.09 | 31.13 | 56.92 | 34.44 | 43.49 | 17.48 | 25.72 | 26.04 | 18.53 | 21.88 | 1.13 | 44.02 | 144.26 | 1,979.09 | NA | NA |
| Draw Down(%) | NA | 24.80 | 28.80 | 37.68 | 51.17 | NA | NA | … | … | 24.80 | 21.34 | 25.22 | 23.42 | 36.87 | 15.81 | 37.89 | 14.89 | 51.17 | 7.70 | 16.34 | 30.49 | 15.59 | 19.00 | 0.00 | 0.00 | 62.66 | 99.99 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.15 | 3.92 | 6.73 | 16.26 | 10.77 | 0.00 | … | … | 3.11 | 3.98 | 2.56 | 3.15 | 28.52 | 1.48 | 51.34 | 1.65 | 1.16 | 1.41 | 1.60 | 1.32 | 1.28 | 1.23 | 1.12 | 1.39 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 07/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLPF (Atlas Copco AB) |
-95.16%
Jun 2008 – Jun 2011 |
-84.13%
Jun 2008 – Jun 2013 |
-60.12%
Oct 2008 – Oct 2018 |
-38.44%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLPF (Atlas Copco AB) |
72.13%
Dec 2018 – Dec 2021 |
53.90%
Dec 2018 – Dec 2023 |
28.60%
Jan 2016 – Jan 2026 |
21.00%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart