Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATLFF (Atlas Copco AB) | NA | -3.01% | 20.23% | 24.63% | 21.70% | 18.93% | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/12/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATLFF (Atlas Copco AB) | 11/12/2009 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | -3.01 | 20.23 | 24.63 | 21.70 | 18.93 | NA | … | … | 8.20 | 3.08 | 68.76 | -10.38 | 47.21 | 59.26 | 64.25 | -42.12 | 43.42 | 22.97 | -12.31 | 4.30 | 111.93 | 2.65 | 2.11 | -7.56 | 0.00 |
| Sharpe Ratio | NA | -0.29 | 0.64 | 0.73 | 0.64 | NA | NA | … | … | 0.39 | -0.02 | 1.97 | -0.28 | 1.88 | 1.84 | 2.01 | -0.99 | 2.68 | 0.70 | -0.40 | 0.16 | 1.29 | 1.00 | 1.00 | -0.65 | 0.00 |
| Standard Deviation(%) | NA | 20.65 | 26.41 | 30.82 | 31.51 | NA | NA | … | … | 21.41 | 23.06 | 33.37 | 42.74 | 25.03 | 31.89 | 31.30 | 43.89 | 16.01 | 32.68 | 31.15 | 26.98 | 86.93 | 2.63 | 2.09 | 11.81 | NA |
| Draw Down(%) | NA | 15.46 | 20.21 | 29.83 | 47.79 | NA | NA | … | … | 15.18 | 16.16 | 14.54 | 29.83 | 9.54 | 18.79 | 12.03 | 47.13 | 2.61 | 12.70 | 29.21 | 18.97 | 28.68 | 0.00 | 0.00 | 10.87 | 0.00 |
| Yield(%) | 0.00 | 3.62 | 5.06 | 13.80 | 16.09 | 19.50 | 13.38 | … | … | 2.10 | 3.07 | 4.14 | 29.50 | 16.28 | 19.86 | 1.81 | 2.43 | 1.56 | 1.75 | 1.44 | 1.36 | 2.84 | 2.58 | 2.07 | 1.41 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLFF (Atlas Copco AB) |
-5.47%
Feb 2013 – Feb 2016 |
-1.63%
Feb 2014 – Feb 2019 |
11.64%
Feb 2010 – Feb 2020 |
17.69%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATLFF (Atlas Copco AB) |
57.42%
Oct 2018 – Oct 2021 |
42.25%
Dec 2018 – Dec 2023 |
22.99%
Oct 2011 – Oct 2021 |
19.38%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart