Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ABOT -2.12% 1.80% 15.73% 8.27% 65.48% 39.91% 28.64%
Data as of 06/16/2026, Common starting date is 12/31/1969
More Performance Analytics Comparison
Name Start Date End Date
ABOT 12/31/1969 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2017
Annualized Return (%) -0.93 1.80 15.73 8.27 65.48 39.91 28.64 -2.12 8.43 31.93 26.92 -24.05 18.51 -96.42 0.00
Sharpe Ratio NA -0.12 0.68 0.27 2,739,119,778.93 NA NA -0.42 0.27 1.72 1.71 -0.98 1.02 -0.05 380,422,623.90
Standard Deviation(%) NA 18.00 18.76 19.69 365.08 NA NA 22.33 20.96 16.50 13.73 26.18 18.17 1,294.37 2,628.66
Draw Down(%) NA 21.55 22.73 29.71 97.21 NA NA 18.57 22.73 9.73 11.62 28.45 12.31 96.59 22.13
Yield(%) 0.00 0.39 1.13 1.81 93.78 62.52 46.89 0.09 0.41 1.69 0.98 0.91 5.48 0.02 0.00
Data as of 06/16/2026, Common starting date is 12/31/1969
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABOT (ABOT) -66.84%
Oct 2020 – Oct 2023
-43.70%
Aug 2020 – Aug 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ABOT (ABOT) 371.62%
Jul 2020 – Jul 2023
174.12%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return