Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIRE (Sisecam Resources LP Unit) | NA | 46.52% | 35.76% | 7.24% | NA | NA | NA | … | … |
Data as of 05/26/2023, Common starting date is 09/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIRE (Sisecam Resources LP Unit) | 09/13/2013 | 05/26/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | 46.52 | 35.76 | 7.24 | NA | NA | NA | … | … | 20.62 | 27.27 | 31.06 | -27.44 | -19.11 | -14.58 | -13.41 | 29.93 | -13.15 | 25.43 | 13.83 |
| Sharpe Ratio | NA | 1.08 | 0.72 | -0.03 | NA | NA | NA | … | … | 3.38 | 0.67 | 0.82 | -0.53 | -0.60 | -0.64 | -0.54 | 1.02 | -0.45 | 1.14 | 2.53 |
| Standard Deviation(%) | NA | 26.79 | 37.48 | 38.15 | NA | NA | NA | … | … | 16.21 | 38.87 | 37.77 | 52.17 | 33.97 | 24.90 | 26.18 | 29.13 | 29.20 | 22.22 | 21.58 |
| Draw Down(%) | NA | 16.49 | 26.44 | 66.43 | NA | NA | NA | … | … | 2.23 | 25.19 | 17.92 | 49.20 | 41.13 | 31.33 | 26.85 | 13.11 | 26.55 | 18.81 | 10.21 |
| Yield(%) | 1.98 | 13.04 | 10.99 | 5.83 | 9.58 | 6.38 | 4.79 | … | … | 7.24 | 12.84 | 2.77 | 3.90 | 7.19 | 8.79 | 7.56 | 10.04 | 8.52 | 9.74 | 0.00 |
Data as of 05/26/2023, Common starting date is 09/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRE (Sisecam Resources LP Unit) |
-22.56%
Mar 2017 – Mar 2020 |
-9.92%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRE (Sisecam Resources LP Unit) |
42.19%
Mar 2020 – Mar 2023 |
12.46%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart