Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATRC (AtriCure, Inc.) | -31.98% | -21.27% | -17.46% | -18.27% | 5.40% | 4.21% | 6.25% | … | … |
Data as of 06/08/2026, Common starting date is 08/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATRC (AtriCure, Inc.) | 08/05/2005 | 06/08/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | -21.27 | -17.46 | -18.27 | 5.40 | 4.21 | 6.25 | … | … | -31.98 | 31.97 | -14.37 | -19.58 | -36.17 | 24.90 | 71.24 | 6.24 | 67.76 | -6.80 | -12.79 | 12.42 | 6.85 | 170.72 | -37.84 | 8.08 | 70.03 | 172.07 | -83.07 | 46.64 | -16.06 | -24.36 |
| Sharpe Ratio | NA | -0.55 | -0.42 | -0.45 | 0.10 | NA | NA | … | … | -1.29 | 0.62 | -0.36 | -0.56 | -0.72 | 0.64 | 1.34 | 0.15 | 1.68 | -0.22 | -0.28 | 0.28 | 0.16 | 4.37 | -0.76 | 0.15 | 1.48 | 1.42 | -1.01 | 1.08 | -0.33 | -1.04 |
| Standard Deviation(%) | NA | 45.19 | 47.35 | 46.84 | 43.78 | NA | NA | … | … | 47.43 | 47.62 | 49.45 | 41.65 | 52.13 | 38.66 | 52.62 | 30.95 | 39.61 | 33.38 | 45.75 | 44.51 | 41.90 | 39.05 | 50.40 | 55.33 | 47.11 | 121.15 | 82.88 | 40.47 | 58.74 | 50.30 |
| Draw Down(%) | NA | 39.02 | 65.60 | 77.21 | 77.21 | NA | NA | … | … | 39.02 | 31.44 | 47.43 | 42.85 | 53.10 | 27.24 | 44.14 | 28.58 | 25.07 | 28.90 | 39.66 | 36.66 | 38.50 | 15.43 | 50.59 | 41.10 | 25.49 | 51.80 | 85.77 | 35.77 | 53.90 | 28.76 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/08/2026, Common starting date is 08/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRC (AtriCure, Inc.) |
-50.68%
Jan 2006 – Jan 2009 |
-18.27%
Apr 2021 – Apr 2026 |
1.58%
Jan 2008 – Jan 2018 |
4.54%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRC (AtriCure, Inc.) |
104.35%
Jan 2009 – Jan 2012 |
73.56%
Feb 2009 – Feb 2014 |
37.75%
Apr 2009 – Apr 2019 |
24.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart