Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSFNX (STAAR INVESTMENT TRUST DISCIPLINED STRATEGIES FUND INSTITUTIONAL CLASS) | NA | -0.31% | NA | NA | NA | NA | NA | … | … |
Data as of 04/23/2020, Common starting date is 04/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSFNX (STAAR INVESTMENT TRUST DISCIPLINED STRATEGIES FUND INSTITUTIONAL CLASS) | 04/01/2019 | 04/23/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.31 | NA | NA | NA | NA | NA | … | … | 0.00 | -0.69 |
| Sharpe Ratio | NA | -0.62 | NA | NA | NA | NA | NA | … | … | 0.00 | -0.74 |
| Standard Deviation(%) | NA | 2.25 | NA | NA | NA | NA | NA | … | … | NA | 3.06 |
| Draw Down(%) | NA | 2.06 | NA | NA | NA | NA | NA | … | … | 0.00 | 3.21 |
| Yield(%) | 0.00 | 1.24 | 0.42 | 0.25 | 0.13 | 0.08 | 0.06 | … | … | 0.00 | 1.25 |
Data as of 04/23/2020, Common starting date is 04/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSFNX (STAAR INVESTMENT TRUST DISCIPLINED STRATEGIES FUND INSTITUTIONAL CLASS) |
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 |
|---|---|---|---|---|
| DSFNX (STAAR INVESTMENT TRUST DISCIPLINED STRATEGIES FUND INSTITUTIONAL CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart