Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDDCX (SiM Dynamic Allocation Divers Inc C) | NA | 6.81% | 6.29% | NA | NA | NA | NA | … | … |
Data as of 11/14/2014, Common starting date is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDDCX (SiM Dynamic Allocation Divers Inc C) | 06/23/2011 | 11/14/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.81 | 6.29 | NA | NA | NA | NA | … | … | 6.01 | 3.00 | 10.09 | -2.80 |
| Sharpe Ratio | NA | 2.04 | 1.25 | NA | NA | NA | NA | … | … | 2.11 | 0.50 | 2.25 | -0.42 |
| Standard Deviation(%) | NA | 3.33 | 5.00 | NA | NA | NA | NA | … | … | 3.25 | 5.96 | 4.49 | 12.45 |
| Draw Down(%) | NA | 1.76 | 7.61 | NA | NA | NA | NA | … | … | 1.76 | 7.61 | 3.28 | 9.32 |
| Yield(%) | 0.00 | 3.53 | 3.18 | 1.86 | 0.93 | 0.62 | 0.46 | … | … | 0.67 | 4.48 | 4.05 | 0.00 |
Data as of 11/14/2014, Common starting date is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDDCX (SiM Dynamic Allocation Divers Inc C) |
5.47%
Jul 2011 – Jul 2014 |
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 |
|---|---|---|---|---|
| SDDCX (SiM Dynamic Allocation Divers Inc C) |
7.64%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart