Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDA (SunCar Technology Group Inc.) | NA | -91.62% | -51.55% | -34.03% | -12.35% | NA | NA | … | … |
Data as of 03/26/2015, Common starting date is 04/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDA (SunCar Technology Group Inc.) | 04/16/2001 | 03/26/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | -91.62 | -51.55 | -34.03 | -12.35 | NA | NA | … | … | -92.46 | 8.28 | 32.24 | 20.43 | -4.86 | -6.44 | 115.51 | -71.20 | 70.18 | 21.86 | 35.24 | 66.80 | 296.59 | -21.90 | -6.06 |
| Sharpe Ratio | NA | -0.35 | -0.34 | -0.29 | -0.14 | NA | NA | … | … | -0.18 | 0.56 | 2.76 | 1.01 | -0.18 | -0.27 | 3.45 | -0.73 | 1.30 | 0.39 | 0.76 | 1.83 | 7.52 | -0.53 | -0.27 |
| Standard Deviation(%) | NA | 261.51 | 151.68 | 119.49 | 97.10 | NA | NA | … | … | 544.43 | 14.70 | 11.67 | 20.30 | 27.54 | 19.13 | 55.44 | 98.49 | 52.04 | 47.76 | 43.61 | 35.95 | 39.33 | 43.36 | 38.88 |
| Draw Down(%) | NA | 93.04 | 93.04 | 93.04 | 95.57 | NA | NA | … | … | 93.04 | 8.62 | 4.87 | 9.17 | 21.34 | 11.65 | 38.39 | 86.53 | 25.63 | 31.38 | 34.32 | 31.38 | 21.93 | 51.61 | 37.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 0.53 | 0.40 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.41 | 1.30 | 0.19 | 0.37 | 2.04 | 0.29 | 0.69 |
Data as of 03/26/2015, Common starting date is 04/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDA (SunCar Technology Group Inc.) |
-51.64%
Jan 2012 – Jan 2015 |
-33.20%
Jan 2010 – Jan 2015 |
-12.51%
Feb 2005 – Feb 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDA (SunCar Technology Group Inc.) |
129.78%
Sep 2002 – Sep 2005 |
94.15%
Oct 2002 – Oct 2007 |
33.78%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart