Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFSIC (AmTrust Financial Services Inc ADR Series C) | 9.33% | 11.77% | 17.30% | 5.54% | 6.21% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFSIC (AmTrust Financial Services Inc ADR Series C) | 09/12/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.66 | 11.77 | 17.30 | 5.54 | 6.21 | NA | NA | … | … | 9.33 | 14.70 | 27.96 | -3.33 | -8.63 | 29.30 | 3.11 | 57.46 | -36.90 | -3.23 | 6.05 | 11.93 | 4.08 |
| Sharpe Ratio | NA | 0.18 | 0.38 | 0.07 | 0.11 | NA | NA | … | … | 0.35 | 0.30 | 0.91 | -0.16 | -0.32 | 0.71 | 0.07 | 0.80 | -1.05 | -0.19 | 0.69 | 1.77 | 1.82 |
| Standard Deviation(%) | NA | 37.81 | 37.61 | 38.31 | 39.59 | NA | NA | … | … | 41.41 | 39.81 | 26.79 | 44.12 | 31.13 | 40.98 | 38.04 | 69.58 | 36.56 | 20.90 | 8.51 | 6.74 | 7.79 |
| Draw Down(%) | NA | 10.30 | 20.00 | 36.19 | 65.01 | NA | NA | … | … | 9.19 | 10.24 | 10.69 | 25.00 | 16.05 | 30.18 | 27.44 | 51.13 | 39.02 | 16.85 | 6.69 | 3.16 | 2.20 |
| Yield(%) | 0.00 | 12.51 | 13.68 | 8.90 | 7.36 | 6.23 | 4.67 | … | … | 6.51 | 13.16 | 14.91 | 12.31 | 10.10 | 12.16 | 10.89 | 13.92 | 8.79 | 7.57 | 7.50 | 9.59 | 1.91 |
Data as of 06/09/2026, Common starting date is 09/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIC (AmTrust Financial Services Inc ADR Series C) |
-22.77%
Jan 2016 – Jan 2019 |
-1.78%
Jul 2015 – Jul 2020 |
5.43%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFSIC (AmTrust Financial Services Inc ADR Series C) |
42.88%
Jan 2019 – Jan 2022 |
21.19%
Jan 2019 – Jan 2024 |
7.10%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart