Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPE-PB (Special Opportunities Fund Inc) | NA | 20.67% | 8.17% | NA | NA | NA | NA | … | … |
Data as of 07/07/2021, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPE-PB (Special Opportunities Fund Inc) | 09/15/2016 | 07/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.75 | 20.67 | 8.17 | NA | NA | NA | NA | … | … | 16.38 | -0.04 | 2.47 | -3.50 | 1.77 | -1.22 |
| Sharpe Ratio | NA | 2.45 | 0.75 | NA | NA | NA | NA | … | … | 3.45 | -0.02 | 0.23 | -0.71 | 0.19 | -0.92 |
| Standard Deviation(%) | NA | 8.42 | 9.84 | NA | NA | NA | NA | … | … | 10.10 | 13.70 | 4.68 | 6.81 | 6.18 | 4.70 |
| Draw Down(%) | NA | 3.02 | 12.95 | NA | NA | NA | NA | … | … | 3.02 | 12.95 | 1.46 | 7.02 | 2.40 | 2.29 |
| Yield(%) | 0.00 | 3.51 | 3.43 | 3.30 | 1.65 | 1.10 | 0.82 | … | … | 1.72 | 3.44 | 3.55 | 3.42 | 3.46 | 1.09 |
Data as of 07/07/2021, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPE-PB (Special Opportunities Fund Inc) |
1.75%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| SPE-PB (Special Opportunities Fund Inc) |
9.07%
May 2018 – May 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart