Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
STHO (Star Holdings) 10.21% 21.26% -15.87% NA NA NA NA
Data as of 06/09/2026, Common starting date is 03/28/2023
More Performance Analytics Comparison
Name Start Date End Date
STHO (Star Holdings) 03/28/2023 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 2.25 21.26 -15.87 NA NA NA NA 10.21 -19.12 -37.92 -25.10
Sharpe Ratio NA 0.67 -0.51 NA NA NA NA 0.63 -0.54 -1.35 -0.76
Standard Deviation(%) NA 33.32 37.47 NA NA NA NA 33.16 41.08 33.20 46.69
Draw Down(%) NA 22.28 61.45 NA NA NA NA 19.41 37.51 37.92 48.05
Yield(%) 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 06/09/2026, Common starting date is 03/28/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STHO (Star Holdings) -19.02%
Apr 2023 – Apr 2026
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
STHO (Star Holdings) -16.95%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return