Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGH (SMART Global Holdings Inc) | NA | 40.66% | -8.64% | 7.00% | NA | NA | NA | … | … |
Data as of 10/15/2024, Common starting date is 05/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGH (SMART Global Holdings Inc) | 05/25/2017 | 10/15/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | 40.66 | -8.64 | 7.00 | NA | NA | NA | … | … | 7.82 | 27.22 | -79.04 | 88.65 | -0.82 | 28.32 | -11.87 | 149.63 |
| Sharpe Ratio | NA | 0.86 | -0.42 | -0.13 | NA | NA | NA | … | … | 0.05 | 0.32 | -0.89 | 1.76 | -0.01 | 0.43 | -0.21 | 4.79 |
| Standard Deviation(%) | NA | 57.44 | 74.86 | 69.72 | NA | NA | NA | … | … | 60.65 | 73.09 | 90.35 | 50.37 | 70.92 | 63.50 | 63.86 | 75.02 |
| Draw Down(%) | NA | 39.39 | 82.70 | 82.70 | NA | NA | NA | … | … | 39.39 | 54.84 | 82.70 | 26.84 | 55.44 | 46.63 | 51.59 | 30.90 |
| 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 |
Data as of 10/15/2024, Common starting date is 05/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGH (SMART Global Holdings Inc) |
-7.78%
Dec 2019 – Dec 2022 |
-7.10%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGH (SMART Global Holdings Inc) |
42.52%
May 2019 – May 2022 |
22.35%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart