Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHGR (Success Hldg Grp) | NA | -86.67% | 16.57% | 9.64% | 4.71% | 33.93% | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHGR (Success Hldg Grp) | 08/09/2010 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -86.67 | 16.57 | 9.64 | 4.71 | 33.93 | NA | … | … | -80.00 | 18.52 | 568.32 | 0.00 | 0.00 | 0.00 | -84.46 | 34.62 | 10,300.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.55 | 0.09 | 0.06 | -0.11 | NA | NA | … | … | -0.49 | 0.18 | 3.01 | 0.00 | 0.00 | 0.00 | -0.07 | 0.10 | 0.45 | 0.00 | NA |
| Standard Deviation(%) | NA | 164.40 | 149.01 | 115.35 | 130.77 | NA | NA | … | … | 188.35 | 65.78 | 190.72 | NA | NA | NA | 435.78 | 371.20 | 3,441.23 | 1,454.57 | 0.00 |
| Draw Down(%) | NA | 86.67 | 86.67 | 86.67 | 86.67 | NA | NA | … | … | 80.00 | 33.33 | 0.00 | 0.00 | 0.00 | 0.00 | 84.46 | 52.50 | 33.33 | 60.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 08/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHGR (Success Hldg Grp) |
-47.55%
Feb 2019 – Feb 2022 |
-0.72%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHGR (Success Hldg Grp) |
269.63%
Aug 2018 – Aug 2021 |
220.37%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart