Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATX (Costa Inc) | NA | 87.85% | 29.96% | 52.80% | 12.62% | 8.72% | 4.53% | … | … |
Data as of 01/31/2014, Common starting date is 09/10/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATX (Costa Inc) | 09/10/1984 | 01/31/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 87.85 | 29.96 | 52.80 | 12.62 | 8.72 | 4.53 | … | … | -1.10 | 101.58 | -4.43 | 16.89 | 84.51 | 88.13 | -72.14 | 31.32 | 87.65 | -18.18 | -25.79 | 24.67 | -9.32 | 32.88 | -1.33 | -16.36 | -43.03 | -3.95 | -15.03 | 21.90 | -1.13 | -9.94 | -16.92 | 6.75 | -33.80 | 2.84 | 32.42 | 12.40 | 29.39 | 35.57 | 2.39 |
| Sharpe Ratio | NA | 2.30 | 0.27 | 0.62 | -0.13 | NA | NA | … | … | -3.75 | 2.67 | -0.56 | -0.03 | 1.22 | 0.79 | -0.95 | 0.24 | 1.73 | -1.21 | -1.49 | 0.19 | -1.00 | 0.21 | -1.28 | 0.12 | -0.15 | -1.11 | -0.33 | -1.40 | 0.02 | -0.27 | -0.60 | 0.26 | -1.25 | 0.12 | 1.33 | 0.31 | 1.34 | 1.95 | 0.38 |
| Standard Deviation(%) | NA | 30.17 | 42.75 | 54.88 | 55.15 | NA | NA | … | … | 3.34 | 31.13 | 41.25 | 54.47 | 54.15 | 87.49 | 96.09 | 38.72 | 37.95 | 32.36 | 30.44 | 28.12 | 29.24 | 56.40 | 54.55 | 71.60 | 64.45 | 45.61 | 39.25 | 28.70 | 29.56 | 36.66 | 27.79 | 25.86 | 26.87 | 23.41 | 24.29 | 39.28 | 21.88 | 18.23 | 21.09 |
| Draw Down(%) | NA | 14.49 | 48.88 | 48.88 | 87.29 | NA | NA | … | … | 1.56 | 14.49 | 31.65 | 43.86 | 27.53 | 47.06 | 72.24 | 33.33 | 23.97 | 36.23 | 34.29 | 19.51 | 33.11 | 39.62 | 28.55 | 48.39 | 64.30 | 32.37 | 40.23 | 18.81 | 24.31 | 32.83 | 29.95 | 16.52 | 43.45 | 19.07 | 15.14 | 42.87 | 16.54 | 9.96 | 7.69 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.15 | … | … | 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 | 3.15 | 4.53 | 4.86 | 5.48 | 5.28 | 6.73 | 5.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/31/2014, Common starting date is 09/10/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATX (Costa Inc) |
-26.88%
Jun 1996 – Jun 1999 |
-21.86%
Feb 2004 – Feb 2009 |
-13.34%
Sep 1989 – Sep 1999 |
-10.00%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATX (Costa Inc) |
71.87%
Feb 2009 – Feb 2012 |
50.87%
Dec 2008 – Dec 2013 |
13.53%
Jul 2003 – Jul 2013 |
9.75%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison Chart