Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SITGX (STAAR INVESTMENT TRUST – GENERAL BOND FUND STAAR INVESTMENT TRUST – GENERAL BOND FUND) | NA | -0.63% | -0.52% | -0.64% | -0.12% | NA | NA | … | … |
Data as of 04/23/2020, Common starting date is 10/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SITGX (STAAR INVESTMENT TRUST – GENERAL BOND FUND STAAR INVESTMENT TRUST – GENERAL BOND FUND) | 10/16/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.63 | -0.52 | -0.64 | -0.12 | NA | NA | … | … | 0.00 | -0.42 | -1.45 | -0.16 | 1.57 | -1.92 | -0.89 | -1.96 | 3.58 | -0.73 | 2.01 | 3.81 | 4.40 |
| Sharpe Ratio | NA | -1.09 | -1.26 | -0.97 | -0.34 | NA | NA | … | … | 0.00 | -1.09 | -3.05 | -0.48 | 1.01 | -1.18 | -0.70 | -1.48 | 2.84 | -0.36 | 0.96 | 1.14 | 5.66 |
| Standard Deviation(%) | NA | 1.57 | 1.31 | 1.43 | 1.54 | NA | NA | … | … | NA | 1.68 | 0.91 | 1.66 | 1.35 | 1.66 | 1.30 | 1.34 | 1.26 | 2.14 | 2.00 | 3.26 | 4.07 |
| Draw Down(%) | NA | 1.66 | 2.51 | 3.47 | 5.36 | NA | NA | … | … | 0.00 | 1.66 | 1.65 | 0.92 | 1.23 | 3.16 | 1.32 | 2.15 | 0.60 | 3.46 | 1.78 | 4.30 | 0.96 |
| Yield(%) | 0.00 | 0.00 | 0.11 | 0.26 | 0.34 | 0.40 | 0.30 | … | … | 0.00 | 0.00 | 0.00 | 0.35 | 0.43 | 0.72 | 0.51 | 0.00 | 0.34 | 0.27 | 0.80 | 2.34 | 0.00 |
Data as of 04/23/2020, Common starting date is 10/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITGX (STAAR INVESTMENT TRUST – GENERAL BOND FUND STAAR INVESTMENT TRUST – GENERAL BOND FUND) |
-1.59%
Dec 2012 – Dec 2015 |
-0.83%
Mar 2013 – Mar 2018 |
-0.13%
Feb 2010 – Feb 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITGX (STAAR INVESTMENT TRUST – GENERAL BOND FUND STAAR INVESTMENT TRUST – GENERAL BOND FUND) |
3.40%
Mar 2009 – Mar 2012 |
1.95%
Mar 2009 – Mar 2014 |
0.69%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart