Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATST (Alliance Trust PLC) | NA | 3.35% | 2.94% | 2.51% | 2.39% | NA | NA | … | … |
Data as of 01/23/2024, Common starting date is 08/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATST (Alliance Trust PLC) | 08/23/2010 | 01/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.35 | 2.94 | 2.51 | 2.39 | NA | NA | … | … | 0.00 | 3.35 | 3.21 | 2.25 | 1.91 | 1.85 | 1.34 | 1.76 | 1.72 | 5.26 | 1.33 | 130.38 | 2.55 | 2.98 | 2.67 |
| Sharpe Ratio | NA | -0.59 | 0.68 | 0.81 | 0.37 | NA | NA | … | … | 0.00 | -0.55 | 1.17 | 1.96 | 1.78 | 0.49 | 0.04 | 1.30 | 1.77 | 0.69 | 0.15 | 1.88 | 1.73 | 2.02 | 1.38 |
| Standard Deviation(%) | NA | 1.64 | 1.47 | 1.28 | 3.81 | NA | NA | … | … | NA | 1.65 | 1.57 | 1.14 | 0.94 | 0.91 | 0.77 | 0.87 | 0.85 | 7.61 | 8.79 | 69.50 | 1.46 | 1.46 | 5.44 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 6.13 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.08 | 6.13 | 4.57 | 0.00 | 0.00 | 1.79 |
| Yield(%) | 0.00 | 3.28 | 2.88 | 2.47 | 2.03 | 3.73 | 2.79 | … | … | 0.00 | 3.28 | 3.15 | 2.22 | 1.89 | 1.83 | 1.33 | 1.74 | 1.70 | 1.24 | 1.18 | 2.59 | 2.51 | 2.93 | 0.66 |
Data as of 01/23/2024, Common starting date is 08/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATST (Alliance Trust PLC) |
1.37%
Aug 2015 – Aug 2018 |
1.56%
Aug 2015 – Aug 2020 |
2.39%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATST (Alliance Trust PLC) |
35.62%
Mar 2011 – Mar 2014 |
21.12%
Sep 2010 – Sep 2015 |
10.96%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart