Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMECF (SMC Corp) | 10.09% | 2.67% | -11.54% | -6.35% | 43.00% | 31.98% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMECF (SMC Corp) | 04/14/2011 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.40 | 2.67 | -11.54 | -6.35 | 43.00 | 31.98 | NA | … | … | 10.09 | -8.42 | -26.57 | 30.85 | -37.70 | 129.67 | 268.35 | 184.63 | -5.97 | 76.77 | 37.66 | 1.34 | 4.45 | 40.13 | 19.21 | 10.65 |
| Sharpe Ratio | NA | 0.13 | -0.26 | -0.21 | 0.74 | NA | NA | … | … | 0.72 | -0.19 | -0.84 | 0.93 | -1.14 | 1.65 | 3.04 | 3.15 | -0.14 | 2.18 | 0.64 | 0.04 | 0.17 | 1.34 | 0.57 | 0.22 |
| Standard Deviation(%) | NA | 61.53 | 48.89 | 43.38 | 57.02 | NA | NA | … | … | 64.38 | 59.57 | 36.11 | 29.48 | 34.30 | 78.45 | 87.47 | 58.11 | 53.17 | 35.07 | 58.17 | 30.19 | 25.98 | 29.96 | 33.65 | 70.17 |
| Draw Down(%) | NA | 25.95 | 51.21 | 56.32 | 56.32 | NA | NA | … | … | 25.95 | 28.51 | 38.46 | 24.68 | 42.90 | 23.18 | 32.86 | 23.50 | 31.21 | 12.58 | 26.46 | 34.64 | 15.38 | 16.78 | 15.57 | 35.99 |
| Yield(%) | 0.00 | 1.82 | 1.49 | 1.35 | 46.60 | 48.56 | 36.88 | … | … | 0.95 | 1.75 | 1.83 | 2.30 | 0.94 | 49.14 | 84.30 | 68.03 | 24.58 | 1.10 | 38.86 | 0.60 | 0.64 | 0.16 | 0.23 | 12.03 |
Data as of 06/10/2026, Common starting date is 04/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMECF (SMC Corp) |
-15.72%
Dec 2021 – Dec 2024 |
-7.43%
Mar 2021 – Mar 2026 |
37.87%
Apr 2015 – Apr 2025 |
33.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMECF (SMC Corp) |
188.77%
Dec 2018 – Dec 2021 |
122.09%
Mar 2016 – Mar 2021 |
59.05%
Aug 2011 – Aug 2021 |
33.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart