Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SR-PA (Spire Inc) | 5.80% | 8.79% | 6.58% | 4.47% | NA | NA | NA | … | … |
Data as of 02/13/2026, Common starting date is 05/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SR-PA (Spire Inc) | 05/16/2019 | 02/13/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 8.79 | 6.58 | 4.47 | NA | NA | NA | … | … | 5.80 | 2.95 | 5.70 | 17.19 | -12.42 | 4.00 | -98.94 | 7.50 |
| Sharpe Ratio | NA | 0.78 | 0.32 | 0.18 | NA | NA | NA | … | … | 4.72 | 0.01 | 0.26 | 1.00 | -1.04 | 0.54 | -0.22 | 1.13 |
| Standard Deviation(%) | NA | 7.63 | 9.91 | 10.43 | NA | NA | NA | … | … | 11.79 | 7.06 | 8.13 | 13.61 | 13.39 | 7.35 | 460.48 | 9.61 |
| Draw Down(%) | NA | 3.96 | 13.29 | 15.86 | NA | NA | NA | … | … | 0.12 | 3.96 | 4.71 | 13.29 | 13.70 | 4.12 | 99.24 | 7.17 |
| Yield(%) | 0.00 | 6.04 | 5.95 | 5.46 | 0.04 | 0.03 | 0.02 | … | … | 1.52 | 5.95 | 5.96 | 6.49 | 5.41 | 5.36 | 0.06 | 0.03 |
Data as of 02/13/2026, Common starting date is 05/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SR-PA (Spire Inc) |
-78.70%
Dec 2019 – Dec 2022 |
-59.23%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SR-PA (Spire Inc) |
8.69%
Oct 2022 – Oct 2025 |
5.21%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart