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
SDAD (SH Resources & Development Corp) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 07/07/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
SDAD (SH Resources & Development Corp) 06/19/2012 07/07/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 -90.91 7,757.14 5.66 -33.75 -10.11 122.50 -21.57 0.00 0.00 -15.00 0.00
Sharpe Ratio NA NA NA NA NA NA NA NA -0.28 18.69 0.02 -0.07 -0.06 1.70 -0.90 0.00 0.00 -0.92 0.00
Standard Deviation(%) NA NA NA NA NA NA NA NA 335.88 415.05 349.50 523.30 179.38 72.17 24.29 NA NA 16.25 NA
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 95.45 88.84 88.97 98.06 84.00 15.00 21.57 0.00 0.00 15.00 0.00
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 0.00 0.00
Data as of 07/07/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDAD (SH Resources & Development Corp) -18.44%
Mar 2019 – Mar 2022
-10.74%
Aug 2012 – Aug 2017
5.24%
Mar 2013 – Mar 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDAD (SH Resources & Development Corp) 283.15%
Sep 2018 – Sep 2021
157.18%
Sep 2016 – Sep 2021
27.85%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return