Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGTM (National Storm Recovery Inc) | 22.22% | 175.00% | -59.53% | -40.70% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGTM (National Storm Recovery Inc) | 01/06/2021 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.38 | 175.00 | -59.53 | -40.70 | NA | NA | NA | … | … | 22.22 | -74.19 | 40.91 | -95.60 | -45.89 | 679.75 |
| Sharpe Ratio | NA | 0.60 | -0.26 | -0.22 | NA | NA | NA | … | … | 0.33 | -0.37 | 0.13 | -0.44 | -0.25 | 3.53 |
| Standard Deviation(%) | NA | 196.32 | 235.54 | 215.82 | NA | NA | NA | … | … | 182.40 | 211.75 | 258.39 | 226.95 | 192.38 | 198.30 |
| Draw Down(%) | NA | 76.74 | 99.00 | 99.75 | NA | NA | NA | … | … | 76.74 | 90.32 | 90.33 | 95.76 | 83.75 | 82.91 |
| 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 |
Data as of 06/03/2026, Common starting date is 01/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGTM (National Storm Recovery Inc) |
-80.78%
Jan 2022 – Jan 2025 |
-51.18%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGTM (National Storm Recovery Inc) |
-1.13%
Mar 2021 – Mar 2024 |
-33.48%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart