Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SITBX (STAAR INVESTMENT TRUST – SHORT TERM BOND FUND STAAR INVESTMENT TRUST – SHORT TERM BOND FUND) | NA | -6.37% | -3.73% | -2.39% | -1.26% | -0.17% | 0.63% | … | … |
Data as of 04/23/2020, Common starting date is 07/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SITBX (STAAR INVESTMENT TRUST – SHORT TERM BOND FUND STAAR INVESTMENT TRUST – SHORT TERM BOND FUND) | 07/09/1996 | 04/23/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.37 | -3.73 | -2.39 | -1.26 | -0.17 | 0.63 | … | … | 0.00 | -8.84 | -1.69 | -0.67 | 0.11 | 0.00 | -0.89 | -0.77 | 2.26 | -2.27 | 0.43 | 1.15 | 0.04 | 4.44 | 3.50 | 0.13 | -1.53 | -3.33 | 8.38 | 7.67 | 9.44 | -4.93 | 8.60 | 11.12 | 6.51 |
| Sharpe Ratio | NA | -1.24 | -1.29 | -1.06 | -0.73 | NA | NA | … | … | 0.00 | -1.59 | -4.27 | -1.79 | -0.14 | -0.03 | -1.05 | -0.70 | 2.08 | -1.47 | 0.25 | 0.85 | -0.41 | 1.65 | 0.22 | -1.58 | -0.63 | -0.44 | 1.37 | 0.82 | 0.93 | -1.60 | 1.34 | -9.12 | 1.67 |
| Standard Deviation(%) | NA | 6.00 | 3.78 | 2.97 | 2.28 | NA | NA | … | … | NA | 6.50 | 0.71 | 0.73 | 0.68 | 0.91 | 0.86 | 1.15 | 1.07 | 1.56 | 1.39 | 1.24 | 2.15 | 0.86 | 0.92 | 1.29 | 3.94 | 9.14 | 5.30 | 6.64 | 5.83 | 5.08 | 3.94 | 4.81 | 6.25 |
| Draw Down(%) | NA | 6.37 | 10.89 | 11.38 | 12.70 | NA | NA | … | … | 0.00 | 8.84 | 1.69 | 0.78 | 0.45 | 0.56 | 1.11 | 0.99 | 0.67 | 2.82 | 0.76 | 1.19 | 1.56 | 0.21 | 0.33 | 1.60 | 5.35 | 9.78 | 2.84 | 4.62 | 4.83 | 5.52 | 2.88 | 3.92 | 2.12 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.87 | 1.89 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.59 | 1.73 | 0.93 | 1.75 | 3.51 | 2.48 | 2.15 | 3.12 | 7.89 | 4.47 | 5.54 | 5.90 | 4.87 | 5.17 | 5.35 | 2.08 |
Data as of 04/23/2020, Common starting date is 07/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITBX (STAAR INVESTMENT TRUST – SHORT TERM BOND FUND STAAR INVESTMENT TRUST – SHORT TERM BOND FUND) |
-3.88%
Aug 2016 – Aug 2019 |
-2.39%
Aug 2014 – Aug 2019 |
-1.30%
Nov 2009 – Nov 2019 |
-0.36%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITBX (STAAR INVESTMENT TRUST – SHORT TERM BOND FUND STAAR INVESTMENT TRUST – SHORT TERM BOND FUND) |
10.07%
May 2000 – May 2003 |
7.57%
Aug 1996 – Aug 2001 |
4.25%
Aug 1996 – Aug 2006 |
3.21%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart