Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMHD | NA | -81.12% | -43.09% | -25.05% | NA | NA | NA | … | … |
Data as of 05/04/2020, Common starting date is 02/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMHD | 02/05/2015 | 05/04/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -81.12 | -43.09 | -25.05 | NA | NA | NA | … | … | -78.19 | 2.46 | -19.35 | 1.70 | 87.37 | -35.55 |
| Sharpe Ratio | NA | -1.12 | -0.91 | -0.55 | NA | NA | NA | … | … | -0.84 | 0.04 | -0.66 | 0.04 | 1.72 | -1.10 |
| Standard Deviation(%) | NA | 73.38 | 48.86 | 46.52 | NA | NA | NA | … | … | 118.49 | 28.33 | 31.35 | 26.09 | 50.45 | 35.12 |
| Draw Down(%) | NA | 82.00 | 85.13 | 85.13 | NA | NA | NA | … | … | 80.76 | 33.50 | 36.20 | 22.87 | 38.09 | 45.74 |
| Yield(%) | 0.00 | 11.73 | 12.72 | 12.13 | 5.70 | 3.80 | 2.85 | … | … | 4.01 | 16.68 | 16.57 | 14.64 | 19.67 | 8.78 |
Data as of 05/04/2020, Common starting date is 02/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMHD (SMHD) |
-44.60%
Apr 2017 – Apr 2020 |
-25.12%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMHD (SMHD) |
31.34%
Jan 2016 – Jan 2019 |
-24.76%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart