Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNEX (StoneX Group Inc.) | 92.51% | 116.34% | 67.46% | 43.81% | 31.17% | 20.67% | 18.48% | … | … |
Data as of 06/09/2026, Common starting date is 03/07/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNEX (StoneX Group Inc.) | 03/07/1995 | 06/09/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.50 | 116.34 | 67.46 | 43.81 | 31.17 | 20.67 | 18.48 | … | … | 92.51 | 45.65 | 32.70 | 16.21 | 55.59 | 5.79 | 18.57 | 33.49 | -13.99 | 7.40 | 18.35 | 62.66 | 11.25 | 6.20 | -26.13 | -0.13 | 62.31 | 69.46 | -68.21 | -5.99 | 215.49 | 20.21 | 27.44 | 239.43 | 182.26 | -77.71 | -63.82 | 459.09 | -67.16 | 50.13 | 35.00 | 0.00 |
| Sharpe Ratio | NA | 2.47 | 1.83 | 1.12 | 0.79 | NA | NA | … | … | 6.69 | 1.07 | 1.06 | 0.35 | 1.74 | 0.16 | 0.29 | 1.04 | -0.58 | 0.30 | 0.59 | 1.76 | 0.49 | 0.26 | -0.79 | 0.00 | 2.08 | 0.88 | -0.67 | -0.17 | 2.65 | 0.46 | 0.38 | 2.83 | 1.16 | -0.65 | -0.53 | 2.46 | -0.78 | 0.69 | 0.34 | -0.03 |
| Standard Deviation(%) | NA | 42.44 | 35.01 | 35.18 | 36.37 | NA | NA | … | … | 45.25 | 40.28 | 27.31 | 36.31 | 31.34 | 35.67 | 61.96 | 30.69 | 26.57 | 22.61 | 30.87 | 35.64 | 22.99 | 23.46 | 33.24 | 41.32 | 29.85 | 78.82 | 103.03 | 54.03 | 80.48 | 39.00 | 69.01 | 84.46 | 156.48 | 123.81 | 128.64 | 184.93 | 90.87 | 67.17 | 90.28 | 114.96 |
| Draw Down(%) | NA | 20.91 | 20.91 | 24.07 | 48.65 | NA | NA | … | … | 20.91 | 19.94 | 14.63 | 24.07 | 16.34 | 21.98 | 44.07 | 22.25 | 37.93 | 16.50 | 25.67 | 34.05 | 16.41 | 14.93 | 38.44 | 23.82 | 12.21 | 36.94 | 82.64 | 44.90 | 43.40 | 30.34 | 41.44 | 27.27 | 71.67 | 88.27 | 90.48 | 64.16 | 72.06 | 23.81 | 36.11 | 42.31 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 03/07/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNEX (StoneX Group Inc.) |
-58.97%
Jul 1999 – Jul 2002 |
-31.79%
Sep 1997 – Sep 2002 |
1.59%
Nov 2006 – Nov 2016 |
3.19%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNEX (StoneX Group Inc.) |
137.77%
Sep 2002 – Sep 2005 |
115.34%
Dec 2001 – Dec 2006 |
43.88%
Dec 2001 – Dec 2011 |
32.57%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart