Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SONEX (S1 FUND I SHARES) | NA | -5.32% | 2.12% | NA | NA | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 10/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SONEX (S1 FUND I SHARES) | 10/26/2010 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.32 | 2.12 | NA | NA | NA | NA | … | … | -0.44 | -6.46 | 9.02 | 6.19 | -1.21 | -1.10 |
| Sharpe Ratio | NA | -1.06 | 0.39 | NA | NA | NA | NA | … | … | -0.39 | -0.93 | 1.88 | 1.47 | -0.27 | -2.52 |
| Standard Deviation(%) | NA | 5.05 | 5.30 | NA | NA | NA | NA | … | … | 2.51 | 6.96 | 4.79 | 4.21 | 4.65 | 2.38 |
| Draw Down(%) | NA | 9.07 | 12.15 | NA | NA | NA | NA | … | … | 1.11 | 12.15 | 3.76 | 2.77 | 5.73 | 1.80 |
| Yield(%) | 0.00 | 11.63 | 5.39 | 3.20 | 1.60 | 1.07 | 0.80 | … | … | 0.00 | 11.45 | 3.09 | 0.24 | 0.00 | 0.00 |
Data as of 06/16/2015, Common starting date is 10/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONEX (S1 FUND I SHARES) |
1.54%
Mar 2012 – Mar 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONEX (S1 FUND I SHARES) |
5.19%
Feb 2011 – Feb 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart