Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFIGA (STAR Financial Group Inc) | NA | 55.48% | 15.63% | 19.70% | NA | NA | NA | … | … |
Data as of 09/27/2021, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFIGA (STAR Financial Group Inc) | 08/06/2012 | 09/27/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 55.48 | 15.63 | 19.70 | NA | NA | NA | … | … | 54.86 | -4.32 | 3.93 | 10.35 | 20.21 | 24.17 | 8.14 | 27.27 | 18.28 | -10.58 |
| Sharpe Ratio | NA | 1.88 | 0.85 | 1.02 | NA | NA | NA | … | … | 2.33 | -0.54 | 0.62 | 0.53 | 1.23 | 1.43 | 1.37 | 2.63 | 0.94 | -0.80 |
| Standard Deviation(%) | NA | 29.44 | 17.61 | 18.52 | NA | NA | NA | … | … | 34.93 | 8.43 | 4.07 | 17.06 | 15.96 | 16.69 | 5.92 | 10.38 | 19.36 | 30.60 |
| Draw Down(%) | NA | 0.41 | 11.35 | 11.35 | NA | NA | NA | … | … | 0.41 | 11.76 | 2.17 | 7.46 | 7.11 | 0.92 | 0.00 | 0.99 | 7.69 | 16.36 |
| Yield(%) | 0.00 | 1.90 | 1.08 | 1.15 | 0.88 | 0.59 | 0.44 | … | … | 1.44 | 1.77 | 0.00 | 0.00 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/27/2021, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFIGA (STAR Financial Group Inc) |
0.92%
May 2018 – May 2021 |
10.76%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFIGA (STAR Financial Group Inc) |
23.35%
Feb 2014 – Feb 2017 |
22.92%
May 2013 – May 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart