Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SACC (Sachem Capital Corp. 6.875% Note) | NA | 9.69% | 7.09% | 7.18% | NA | NA | NA | … | … |
Data as of 12/27/2024, Common starting date is 11/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SACC (Sachem Capital Corp. 6.875% Note) | 11/12/2019 | 12/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 9.69 | 7.09 | 7.18 | NA | NA | NA | … | … | 9.96 | 11.10 | 0.04 | 8.92 | 6.35 | 2.77 |
| Sharpe Ratio | NA | 0.74 | 0.37 | 0.10 | NA | NA | NA | … | … | 0.82 | 0.74 | -0.14 | 1.78 | 0.06 | 5.59 |
| Standard Deviation(%) | NA | 4.15 | 8.21 | 45.11 | NA | NA | NA | … | … | 4.16 | 9.33 | 9.94 | 5.00 | 99.93 | 3.97 |
| Draw Down(%) | NA | 1.61 | 7.70 | 67.42 | NA | NA | NA | … | … | 1.61 | 3.97 | 7.70 | 1.29 | 67.42 | 0.68 |
| Yield(%) | 0.00 | 7.06 | 6.85 | 6.85 | 3.59 | 2.39 | 1.80 | … | … | 7.05 | 7.30 | 6.83 | 6.90 | 6.84 | 1.05 |
Data as of 12/27/2024, Common starting date is 11/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SACC (Sachem Capital Corp. 6.875% Note) |
5.04%
Dec 2019 – Dec 2022 |
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 |
|---|---|---|---|---|
| SACC (Sachem Capital Corp. 6.875% Note) |
22.25%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart