Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTN (Ballantyne Strong Inc) | NA | -19.40% | -9.02% | -13.75% | -3.69% | -4.27% | NA | … | … |
Data as of 02/24/2023, Common starting date is 09/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTN (Ballantyne Strong Inc) | 09/28/2004 | 02/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.55 | -19.40 | -9.02 | -13.75 | -3.69 | -4.27 | NA | … | … | -8.02 | -9.34 | 43.78 | -37.96 | 164.35 | -75.27 | -41.87 | 73.54 | 11.35 | -10.58 | 40.30 | -19.32 | -47.36 | 108.31 | 203.25 | -78.97 | 10.59 | 8.18 | 8.67 | 47.54 |
| Sharpe Ratio | NA | -0.47 | -0.15 | -0.21 | -0.08 | NA | NA | … | … | -1.22 | -0.23 | 0.62 | -0.49 | 2.01 | -1.30 | -0.97 | 2.27 | 0.36 | -0.30 | 1.28 | -0.55 | -1.19 | 1.89 | 2.95 | -0.92 | 0.26 | 0.13 | 0.16 | 8.34 |
| Standard Deviation(%) | NA | 46.15 | 66.14 | 68.43 | 54.54 | NA | NA | … | … | 40.30 | 46.68 | 70.14 | 77.54 | 81.96 | 58.86 | 44.06 | 32.07 | 31.79 | 35.83 | 31.43 | 35.32 | 39.68 | 57.12 | 68.91 | 86.55 | 28.79 | 38.04 | 40.47 | 40.78 |
| Draw Down(%) | NA | 39.14 | 63.08 | 79.24 | 85.62 | NA | NA | … | … | 14.72 | 39.14 | 49.54 | 62.72 | 32.58 | 79.24 | 45.63 | 13.55 | 20.31 | 26.82 | 16.44 | 51.63 | 65.54 | 30.20 | 41.64 | 80.17 | 17.94 | 23.06 | 34.49 | 9.81 |
| 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 |
Data as of 02/24/2023, Common starting date is 09/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTN (Ballantyne Strong Inc) |
-37.45%
Jun 2017 – Jun 2020 |
-24.31%
Dec 2013 – Dec 2018 |
-15.74%
Sep 2010 – Sep 2020 |
-7.11%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTN (Ballantyne Strong Inc) |
49.26%
Dec 2008 – Dec 2011 |
30.36%
Dec 2008 – Dec 2013 |
8.73%
Oct 2008 – Oct 2018 |
1.66%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison Chart