Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNB (SPA MarketGrader 200) | NA | 17.36% | 16.27% | 9.86% | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 10/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNB (SPA MarketGrader 200) | 10/18/2007 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.36 | 16.27 | 9.86 | NA | NA | NA | … | … | 8.84 | 12.26 | 26.18 | -6.68 | 11.16 | 735.82 | -48.35 | -6.03 |
| Sharpe Ratio | NA | 0.72 | 0.78 | 0.44 | NA | NA | NA | … | … | 0.38 | 0.65 | 1.34 | -0.27 | 0.46 | 3.39 | -1.11 | -1.67 |
| Standard Deviation(%) | NA | 24.07 | 20.72 | 22.19 | NA | NA | NA | … | … | 24.45 | 18.75 | 19.73 | 24.57 | 24.10 | 216.87 | 44.23 | 17.42 |
| Draw Down(%) | NA | 14.67 | 14.67 | 23.12 | NA | NA | NA | … | … | 14.67 | 10.43 | 12.01 | 18.88 | 14.34 | 19.04 | 55.07 | 10.99 |
| Yield(%) | 0.00 | 3.96 | 4.63 | 3.67 | 7.45 | 4.97 | 3.73 | … | … | 3.67 | 3.40 | 4.60 | 1.29 | 3.46 | 0.00 | 0.00 | 0.00 |
Data as of 12/16/2014, Common starting date is 10/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNB (SPA MarketGrader 200) |
1.96%
Jul 2010 – Jul 2013 |
9.86%
Sep 2009 – Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNB (SPA MarketGrader 200) |
121.45%
Apr 2009 – Apr 2012 |
71.34%
Jun 2009 – Jun 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart