Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ATS (ATS Corporation) 0.00% -9.76% -14.08% 0.03% 12.88% 8.76% 5.54%
Data as of 06/09/2026, Common starting date is 07/20/2001
More Performance Analytics Comparison
Name Start Date End Date
ATS (ATS Corporation) 07/20/2001 06/09/2026
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
Annualized Return (%) -7.77 -9.76 -14.08 0.03 12.88 8.76 5.54 0.00 -6.73 -30.30 39.25 -22.15 128.07 5.58 55.37 -10.46 27.39 13.95 -38.25 3.20 45.68 46.67 -10.18 -6.57 74.39 -20.45 -46.12 -21.69 43.20 -5.22 20.16 -30.33 -26.07
Sharpe Ratio NA -0.30 -0.48 -0.04 0.30 NA NA -0.16 -0.22 -1.09 1.07 -0.51 3.59 0.13 1.73 -0.37 0.94 0.36 -1.19 0.14 1.78 1.25 -0.29 -0.16 0.72 -0.21 -0.76 -0.56 0.60 -0.09 0.22 -0.23 -0.39
Standard Deviation(%) NA 41.14 40.13 40.07 37.23 NA NA 48.96 44.59 34.19 32.93 46.46 35.62 42.26 31.25 32.22 28.70 38.37 32.21 22.21 25.65 37.55 34.71 42.38 103.76 103.32 64.86 44.85 68.59 64.59 92.29 134.21 132.51
Draw Down(%) NA 25.80 56.76 56.76 56.76 NA NA 23.91 31.46 43.32 31.71 42.32 16.66 40.16 23.20 46.86 18.33 27.05 38.25 28.25 17.38 22.67 35.95 33.87 51.18 66.69 65.15 47.97 26.35 24.18 22.96 52.93 39.48
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 07/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATS (ATS Corporation) -44.25%
Mar 2006 – Mar 2009
-21.98%
Feb 2004 – Feb 2009
-7.62%
Feb 2006 – Feb 2016
-2.41%
Sep 2001 – Sep 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATS (ATS Corporation) 59.15%
Mar 2020 – Mar 2023
38.41%
Nov 2016 – Nov 2021
20.81%
Dec 2011 – Dec 2021
18.73%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return