Performance Comparison
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
