Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDDAX (SiM Dynamic Allocation Divers Inc A) | NA | -18.29% | -2.16% | NA | NA | NA | NA | … | … |
Data as of 01/09/2015, Common starting date is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDDAX (SiM Dynamic Allocation Divers Inc A) | 06/23/2011 | 01/09/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.29 | -2.16 | NA | NA | NA | NA | … | … | 0.00 | -18.13 | 3.79 | 10.77 | -2.70 |
| Sharpe Ratio | NA | -0.62 | -0.11 | NA | NA | NA | NA | … | … | 0.00 | -0.71 | 0.63 | 2.46 | -0.41 |
| Standard Deviation(%) | NA | 29.73 | 20.76 | NA | NA | NA | NA | … | … | 0.00 | 25.96 | 5.94 | 4.39 | 12.38 |
| Draw Down(%) | NA | 23.28 | 23.28 | NA | NA | NA | NA | … | … | 0.00 | 23.28 | 7.54 | 3.17 | 9.41 |
| Yield(%) | 0.00 | 0.98 | 3.73 | 2.19 | 1.10 | 0.73 | 0.55 | … | … | 0.00 | 0.99 | 5.14 | 4.70 | 0.00 |
Data as of 01/09/2015, Common starting date is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDDAX (SiM Dynamic Allocation Divers Inc A) |
-2.30%
Aug 2011 – Aug 2014 |
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 |
|---|---|---|---|---|
| SDDAX (SiM Dynamic Allocation Divers Inc A) |
5.66%
Jul 2011 – Jul 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart