Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFE (Safeguard Scientifics, Inc. Common Stock) | NA | -85.66% | -61.24% | -44.96% | -30.55% | -12.48% | -19.20% | … | … |
Data as of 02/09/2024, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFE (Safeguard Scientifics, Inc. Common Stock) | 03/17/1980 | 02/09/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -34.29 | -85.66 | -61.24 | -44.96 | -30.55 | -12.48 | -19.20 | … | … | -41.36 | -74.52 | -57.82 | 15.20 | -42.01 | 38.78 | -23.04 | -16.73 | -7.31 | -26.79 | -1.34 | 36.20 | -6.59 | -7.55 | 65.66 | 149.03 | -61.67 | -25.62 | 25.39 | -8.96 | -47.52 | 197.06 | -61.14 | -47.17 | -87.81 | 494.08 | -12.55 | -1.18 | 28.28 | 330.43 | 43.75 | 31.51 | 24.79 | 50.00 | -28.44 | -17.42 | 11.86 | 7.27 | 5.77 | 79.31 | 18.37 | 58.06 | -56.94 | -25.77 | 273.08 |
| Sharpe Ratio | NA | -0.95 | -0.96 | -0.77 | -0.67 | NA | NA | … | … | -0.80 | -0.92 | -1.10 | 0.41 | -0.65 | 1.63 | -0.83 | -0.76 | -0.21 | -1.00 | -0.06 | 1.65 | -0.27 | -0.15 | 1.48 | 1.57 | -0.57 | -0.54 | 0.42 | -0.20 | -0.72 | 2.67 | -0.69 | -0.47 | -0.84 | 5.16 | -0.32 | -0.11 | 0.53 | 7.20 | 1.11 | 0.83 | 0.65 | 1.18 | -0.95 | -0.88 | 0.28 | 0.05 | 0.03 | 1.50 | 0.23 | 0.89 | -0.76 | -0.65 | 4.87 |
| Standard Deviation(%) | NA | 94.49 | 65.83 | 60.05 | 46.99 | NA | NA | … | … | 129.14 | 84.98 | 53.95 | 37.38 | 65.16 | 22.91 | 29.36 | 22.99 | 36.13 | 26.80 | 24.42 | 21.90 | 25.12 | 50.79 | 44.22 | 95.00 | 110.03 | 53.07 | 52.18 | 55.78 | 67.64 | 73.66 | 90.61 | 107.62 | 109.34 | 95.05 | 49.49 | 45.35 | 46.37 | 45.34 | 36.63 | 35.14 | 33.77 | 38.91 | 35.66 | 26.59 | 24.47 | 58.80 | 41.52 | 49.26 | 49.62 | 57.59 | 84.60 | 55.81 | 85.67 |
| Draw Down(%) | NA | 85.66 | 94.84 | 96.03 | 97.73 | NA | NA | … | … | 41.36 | 75.55 | 59.37 | 28.65 | 59.25 | 16.63 | 40.59 | 22.18 | 26.72 | 29.72 | 18.60 | 15.22 | 24.21 | 36.67 | 28.57 | 59.30 | 73.96 | 45.28 | 38.38 | 53.30 | 74.50 | 30.64 | 78.75 | 85.34 | 94.86 | 57.33 | 59.89 | 44.36 | 40.46 | 16.41 | 25.72 | 27.66 | 25.60 | 20.75 | 44.96 | 32.89 | 17.42 | 51.32 | 23.08 | 30.30 | 25.64 | 28.07 | 78.91 | 60.16 | 30.00 |
| Yield(%) | 0.00 | 0.22 | 0.03 | 2.02 | 0.52 | 1.80 | 0.14 | … | … | 0.00 | 0.23 | 0.00 | 0.00 | 0.00 | 11.71 | 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 | 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 | 0.00 |
Data as of 02/09/2024, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFE (Safeguard Scientifics, Inc. Common Stock) |
-72.66%
Mar 2000 – Mar 2003 |
-54.01%
Mar 2000 – Mar 2005 |
-31.00%
Mar 1999 – Mar 2009 |
-18.84%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFE (Safeguard Scientifics, Inc. Common Stock) |
144.90%
May 1993 – May 1996 |
95.21%
Dec 1994 – Dec 1999 |
55.79%
Mar 1990 – Mar 2000 |
40.37%
Feb 1985 – Feb 2000 |
Annualized Rolling Returns Comparison Chart