Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALDA (Atlantica Inc) | NA | 0.00% | -43.91% | -30.34% | -22.36% | -7.51% | -15.98% | … | … |
Data as of 09/10/2014, Common starting date is 06/09/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALDA (Atlantica Inc) | 06/09/1993 | 09/10/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -43.91 | -30.34 | -22.36 | -7.51 | -15.98 | … | … | -0.25 | 79.19 | -55.80 | 51.68 | 46.41 | -78.42 | 14.09 | -39.69 | 76.81 | 333.04 | 143.16 | -50.38 | -20.66 | -2.47 | -45.23 | -42.79 | -9.71 | 13.88 | -63.04 | -19.30 | 34.12 |
| Sharpe Ratio | NA | 0.59 | -0.09 | -0.24 | 0.14 | NA | NA | … | … | -0.31 | 0.85 | -0.83 | 0.91 | 0.62 | -1.08 | 0.34 | -0.61 | 1.71 | 3.95 | 1.87 | -0.44 | -0.31 | -0.08 | -0.50 | -0.69 | -1.46 | 0.15 | -0.74 | -0.41 | 1.13 |
| Standard Deviation(%) | NA | 78.84 | 71.81 | 75.52 | 117.89 | NA | NA | … | … | 3.61 | 94.32 | 67.38 | 56.55 | 74.89 | 73.02 | 32.41 | 70.34 | 43.54 | 84.13 | 76.01 | 115.84 | 75.45 | 79.60 | 97.67 | 66.85 | 44.42 | 66.62 | 90.67 | 54.03 | 58.22 |
| Draw Down(%) | NA | 40.68 | 73.68 | 83.62 | 91.73 | NA | NA | … | … | 1.50 | 50.00 | 63.67 | 47.71 | 57.43 | 80.91 | 23.88 | 60.41 | 25.51 | 47.69 | 25.97 | 69.47 | 50.00 | 53.05 | 59.28 | 74.81 | 35.21 | 49.16 | 66.35 | 47.37 | 31.32 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.30 | 6.13 | 44.53 | 3.31 | … | … | 0.00 | 0.00 | 0.00 | 7.02 | 0.00 | 33.13 | 3.97 | 2.31 | 9.60 | 4.20 | 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 09/10/2014, Common starting date is 06/09/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALDA (Atlantica Inc) |
-53.07%
Apr 2010 – Apr 2013 |
-43.30%
Apr 2008 – Apr 2013 |
-26.66%
Aug 1993 – Aug 2003 |
-17.55%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALDA (Atlantica Inc) |
193.52%
Jan 2003 – Jan 2006 |
70.23%
Jan 2003 – Jan 2008 |
18.74%
Jan 2003 – Jan 2013 |
-1.81%
Dec 1995 – Dec 2010 |
Annualized Rolling Returns Comparison Chart