Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SR (Spire Inc.) | NA | -88.39% | 199.84% | 52.70% | 18.06% | 14.60% | 9.44% | … | … |
Data as of 03/03/2015, Common starting date is 03/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SR (Spire Inc.) | 03/27/1990 | 03/03/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -17.27 | -88.39 | 199.84 | 52.70 | 18.06 | 14.60 | 9.44 | … | … | -72.09 | -32.37 | 1,152.87 | 690.31 | -26.85 | -29.45 | -38.68 | -14.76 | 4.39 | -18.93 | 19.25 | -9.99 | -1.28 | 0.79 | 36.85 | -21.16 | -35.26 | -8.70 | 9.50 | 66.32 | 19.36 | -12.78 | 19.26 | 34.30 | 38.00 | -33.99 |
| Sharpe Ratio | NA | -0.99 | 1.07 | 0.36 | 0.15 | NA | NA | … | … | -0.64 | -0.47 | 5.09 | 3.47 | -0.69 | -0.44 | -0.42 | -0.17 | 0.03 | -0.53 | 0.48 | -0.32 | -0.05 | -0.01 | 1.13 | -0.58 | -1.29 | -0.45 | 0.28 | 2.30 | 0.52 | -0.55 | 0.50 | 0.90 | 1.00 | -1.45 |
| Standard Deviation(%) | NA | 89.39 | 183.33 | 146.31 | 113.95 | NA | NA | … | … | 156.02 | 69.63 | 226.46 | 202.97 | 39.18 | 67.45 | 92.32 | 94.56 | 45.60 | 41.83 | 35.82 | 33.79 | 37.20 | 45.37 | 31.15 | 43.70 | 29.73 | 26.89 | 21.53 | 26.99 | 30.09 | 28.40 | 33.89 | 35.14 | 34.25 | 32.37 |
| Draw Down(%) | NA | 89.71 | 90.76 | 90.76 | 92.25 | NA | NA | … | … | 75.63 | 64.29 | 54.96 | 64.66 | 32.10 | 55.84 | 69.25 | 57.12 | 20.10 | 37.02 | 16.76 | 46.45 | 33.40 | 47.94 | 25.26 | 36.73 | 40.80 | 37.94 | 13.89 | 19.64 | 12.31 | 34.69 | 22.57 | 22.65 | 19.28 | 50.51 |
| Yield(%) | 0.00 | 15.91 | 108.97 | 18.96 | 7.03 | 7.72 | 5.03 | … | … | 0.00 | 25.36 | 272.22 | 72.57 | 5.56 | 3.58 | 4.55 | 8.07 | 7.28 | 5.80 | 6.70 | 5.32 | 4.82 | 5.10 | 6.57 | 4.91 | 2.73 | 2.41 | 2.50 | 3.71 | 4.11 | 3.32 | 3.51 | 4.32 | 4.15 | 2.58 |
Data as of 03/03/2015, Common starting date is 03/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SR (Spire Inc.) |
-34.86%
Apr 2009 – Apr 2012 |
-35.55%
May 2007 – May 2012 |
-25.22%
May 2002 – May 2012 |
-16.77%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SR (Spire Inc.) |
394.30%
Sep 2010 – Sep 2013 |
145.44%
Feb 2009 – Feb 2014 |
43.62%
Feb 2004 – Feb 2014 |
25.02%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart