Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SADL (William H. Sadlier Inc) | NA | -19.15% | -23.80% | -15.98% | -6.09% | -3.34% | -0.12% | … | … |
Data as of 04/13/2022, Common starting date is 05/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SADL (William H. Sadlier Inc) | 05/04/1999 | 04/13/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.15 | -23.80 | -15.98 | -6.09 | -3.34 | -0.12 | … | … | 1.85 | -23.79 | -34.09 | -8.33 | -24.41 | 15.45 | 1.85 | -1.82 | 1.12 | 32.34 | 5.38 | 12.39 | 23.49 | 2.37 | -37.97 | 16.45 | 3.49 | 37.27 | -4.12 | 13.88 | 2.08 | 9.09 | -12.87 | -6.48 |
| Sharpe Ratio | NA | -0.39 | -0.42 | -0.35 | -0.18 | NA | NA | … | … | 1.88 | -0.64 | -0.41 | -0.54 | -1.09 | 0.35 | 0.09 | -0.10 | 0.07 | 1.85 | 0.22 | 0.97 | 0.96 | 0.06 | -1.13 | 1.09 | 0.02 | 2.13 | -0.38 | 0.80 | 0.05 | 0.12 | -0.78 | -0.16 |
| Standard Deviation(%) | NA | 61.87 | 61.16 | 51.22 | 38.99 | NA | NA | … | … | 3.46 | 53.53 | 84.28 | 18.12 | 23.56 | 42.21 | 18.40 | 17.71 | 15.91 | 17.42 | 24.64 | 12.74 | 24.25 | 35.89 | 34.35 | 12.35 | 12.53 | 16.49 | 13.35 | 16.53 | 19.01 | 59.29 | 21.75 | 79.36 |
| Draw Down(%) | NA | 55.24 | 72.35 | 77.78 | 77.78 | NA | NA | … | … | 0.00 | 34.05 | 61.36 | 18.88 | 31.34 | 16.36 | 11.40 | 10.18 | 9.67 | 4.44 | 15.20 | 9.52 | 14.38 | 22.70 | 39.00 | 3.89 | 6.92 | 2.84 | 13.04 | 7.69 | 7.69 | 21.98 | 19.81 | 28.70 |
| Yield(%) | 0.00 | 3.97 | 1.45 | 1.64 | 2.74 | 2.88 | 4.13 | … | … | 0.00 | 3.97 | 0.00 | 2.40 | 1.81 | 2.09 | 2.13 | 2.09 | 2.11 | 2.56 | 7.31 | 3.17 | 4.45 | 2.55 | 1.69 | 2.63 | 2.45 | 2.80 | 2.15 | 2.04 | 1.00 | 2.73 | 2.29 | 2.22 |
Data as of 04/13/2022, Common starting date is 05/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SADL (William H. Sadlier Inc) |
-35.38%
Oct 2017 – Oct 2020 |
-21.90%
Oct 2016 – Oct 2021 |
-8.76%
Sep 2011 – Sep 2021 |
-5.77%
Sep 2006 – Sep 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SADL (William H. Sadlier Inc) |
27.47%
Mar 2009 – Mar 2012 |
21.41%
Feb 2009 – Feb 2014 |
9.59%
Feb 2009 – Feb 2019 |
7.14%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart