Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRTGX (SERIES G SERIES G) | NA | -25.02% | -9.15% | -1.85% | NA | NA | NA | … | … |
Data as of 12/07/2020, Common starting date is 05/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRTGX (SERIES G SERIES G) | 05/09/2011 | 12/07/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.02 | -9.15 | -1.85 | NA | NA | NA | … | … | -24.51 | 19.10 | -16.84 | 26.40 | -1.20 | -6.83 | -12.37 | 16.32 | 18.54 | -25.73 |
| Sharpe Ratio | NA | -0.95 | -0.54 | -0.15 | NA | NA | NA | … | … | -0.96 | 1.55 | -1.27 | 3.03 | -0.08 | -0.44 | -0.97 | 1.22 | 1.07 | -1.07 |
| Standard Deviation(%) | NA | 26.68 | 18.70 | 17.03 | NA | NA | NA | … | … | 27.28 | 11.53 | 14.36 | 8.53 | 18.00 | 15.51 | 12.83 | 13.41 | 17.50 | 34.37 |
| Draw Down(%) | NA | 37.72 | 40.95 | 40.95 | NA | NA | NA | … | … | 36.22 | 8.81 | 25.51 | 2.92 | 14.42 | 19.04 | 15.95 | 11.40 | 16.63 | 31.90 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/07/2020, Common starting date is 05/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRTGX (SERIES G SERIES G) |
-9.56%
Nov 2017 – Nov 2020 |
-4.03%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRTGX (SERIES G SERIES G) |
8.94%
Nov 2011 – Nov 2014 |
5.06%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart