Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRTSX (SERIES S SERIES S) | NA | 0.00% | -14.45% | -8.35% | NA | NA | NA | … | … |
Data as of 05/20/2020, Common starting date is 05/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRTSX (SERIES S SERIES S) | 05/06/2011 | 05/20/2020 |
| 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 | 0.00 | -14.45 | -8.35 | NA | NA | NA | … | … | 0.00 | 0.00 | -32.83 | -0.51 | 17.74 | -12.34 | -13.78 | 32.57 | 19.45 | -13.72 |
| Sharpe Ratio | NA | 0.00 | -0.88 | -0.50 | NA | NA | NA | … | … | 0.00 | 0.00 | -1.41 | -0.06 | 0.96 | -0.62 | -0.67 | 2.48 | 1.24 | -0.59 |
| Standard Deviation(%) | NA | 18.26 | 17.56 | 18.19 | NA | NA | NA | … | … | NA | NA | 24.16 | 19.90 | 18.28 | 20.08 | 20.49 | 13.14 | 15.84 | 33.99 |
| Draw Down(%) | NA | 0.00 | 44.39 | 44.39 | NA | NA | NA | … | … | 0.00 | 0.00 | 36.30 | 16.58 | 12.88 | 20.24 | 17.08 | 4.95 | 11.01 | 29.80 |
| 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 05/20/2020, Common starting date is 05/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRTSX (SERIES S SERIES S) |
-14.49%
Apr 2017 – Apr 2020 |
-10.11%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRTSX (SERIES S SERIES S) |
18.70%
Nov 2011 – Nov 2014 |
9.66%
Nov 2011 – Nov 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart