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
AEXAD (Atos SE) NA -54.81% -66.63% -65.30% -38.56% -24.57% NA
Data as of 08/07/2025, Common starting date is 12/20/2007
More Performance Analytics Comparison
Name Start Date End Date
AEXAD (Atos SE) 12/20/2007 08/07/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -54.81 -66.63 -65.30 -38.56 -24.57 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/07/2025, Common starting date is 12/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEXAD (Atos SE) -78.53%
Dec 2021 – Dec 2024
-66.62%
Jan 2020 – Jan 2025
-39.76%
Jan 2015 – Jan 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEXAD (Atos SE) 47.22%
Dec 2011 – Dec 2014
37.32%
Mar 2012 – Mar 2017
6.36%
May 2011 – May 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return