Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATMU (Atmus Filtration Technologies Inc.) | -11.38% | 28.01% | 29.81% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/25/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATMU (Atmus Filtration Technologies Inc.) | 05/25/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.86 | 28.01 | 29.81 | NA | NA | NA | NA | … | … | -11.38 | 33.16 | 67.28 | 20.46 |
| Sharpe Ratio | NA | 0.69 | 0.77 | NA | NA | NA | NA | … | … | -0.59 | 0.92 | 2.07 | 0.90 |
| Standard Deviation(%) | NA | 36.69 | 34.47 | NA | NA | NA | NA | … | … | 45.89 | 33.10 | 30.79 | 36.38 |
| Draw Down(%) | NA | 30.22 | 30.22 | NA | NA | NA | NA | … | … | 30.22 | 27.06 | 16.36 | 25.01 |
| Yield(%) | 0.00 | 0.61 | 0.66 | 0.43 | 0.22 | 0.14 | 0.11 | … | … | 0.21 | 0.54 | 0.43 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/25/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMU (Atmus Filtration Technologies Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATMU (Atmus Filtration Technologies Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart