Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSFCX (STAAR INVESTMENT TRUST DISCIPLINED STRATEGIES FUND CLASS C) | NA | -3.20% | -9.13% | -3.44% | NA | NA | NA | … | … |
Data as of 08/27/2014, Common starting date is 08/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSFCX (STAAR INVESTMENT TRUST DISCIPLINED STRATEGIES FUND CLASS C) | 08/07/2009 | 08/27/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.20 | -9.13 | -3.44 | NA | NA | NA | … | … | -2.36 | -8.93 | -8.29 | -7.89 | 6.54 | 7.66 |
| Sharpe Ratio | NA | -0.26 | -0.92 | -0.33 | NA | NA | NA | … | … | -0.25 | -0.96 | -1.15 | -0.82 | 0.55 | 2.14 |
| Standard Deviation(%) | NA | 12.56 | 9.94 | 10.47 | NA | NA | NA | … | … | 14.14 | 9.31 | 7.33 | 9.67 | 11.79 | 9.44 |
| Draw Down(%) | NA | 10.34 | 29.71 | 30.28 | NA | NA | NA | … | … | 10.34 | 12.20 | 12.78 | 9.84 | 9.83 | 3.62 |
| Yield(%) | 0.00 | 0.00 | 1.02 | 1.72 | 0.88 | 0.59 | 0.44 | … | … | 0.00 | 0.00 | 0.00 | 3.24 | 5.28 | 0.00 |
Data as of 08/27/2014, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSFCX (STAAR INVESTMENT TRUST DISCIPLINED STRATEGIES FUND CLASS C) |
-8.37%
Dec 2010 – Dec 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSFCX (STAAR INVESTMENT TRUST DISCIPLINED STRATEGIES FUND CLASS C) |
-1.23%
Sep 2009 – Sep 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart