Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRHDX | 2.92% | 8.88% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRHDX | 11/27/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 8.88 | NA | NA | NA | NA | NA | … | … | 2.92 | 3.22 | -1.46 |
| Sharpe Ratio | NA | 1.76 | NA | NA | NA | NA | NA | … | … | 1.25 | 0.05 | -3.05 |
| Standard Deviation(%) | NA | 3.47 | NA | NA | NA | NA | NA | … | … | 3.79 | 6.76 | 6.16 |
| Draw Down(%) | NA | 2.72 | NA | NA | NA | NA | NA | … | … | 2.72 | 7.58 | 3.49 |
| Yield(%) | 0.00 | 4.81 | 2.36 | 1.42 | 0.71 | 0.47 | 0.35 | … | … | 2.01 | 4.47 | 0.78 |
Data as of 06/10/2026, Common starting date is 11/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRHDX (SRHDX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| SRHDX (SRHDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart