Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGU (Star Group, L.P.) | 11.43% | 13.40% | 2.53% | 9.34% | 9.83% | 11.90% | 13.83% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGU (Star Group, L.P.) | 12/15/1995 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 13.40 | 2.53 | 9.34 | 9.83 | 11.90 | 13.83 | … | … | 11.43 | 9.00 | 6.25 | 0.58 | 18.76 | 20.45 | 5.53 | 6.66 | -8.98 | 4.14 | 51.55 | 27.88 | 22.85 | 37.11 | -9.64 | -2.93 | 37.19 | 88.59 | -39.80 | 12.78 | 89.25 | -74.91 | -67.14 | 46.95 | 2.46 | 30.81 | 55.00 | -12.86 | -31.14 | -2.78 | 2.27 | 0.00 |
| Sharpe Ratio | NA | 0.48 | 0.02 | 0.24 | 0.28 | NA | NA | … | … | 1.14 | 0.31 | 0.08 | -0.08 | 0.57 | 0.83 | 0.13 | 0.30 | -0.55 | 0.17 | 2.22 | 0.81 | 0.78 | 1.83 | -0.43 | -0.14 | 1.64 | 2.46 | -0.63 | 0.26 | 1.46 | -0.73 | -0.40 | 2.52 | 0.05 | 1.05 | 1.72 | -0.50 | -1.22 | -0.23 | -0.07 | -0.31 |
| Standard Deviation(%) | NA | 17.68 | 30.56 | 29.75 | 27.58 | NA | NA | … | … | 19.06 | 19.75 | 34.27 | 38.13 | 30.36 | 24.56 | 41.28 | 17.05 | 19.04 | 20.01 | 23.15 | 34.33 | 29.43 | 20.28 | 22.82 | 21.94 | 22.67 | 36.04 | 64.14 | 37.15 | 59.14 | 105.42 | 168.64 | 18.32 | 28.20 | 27.44 | 29.57 | 32.73 | 28.35 | 28.08 | 20.99 | 12.68 |
| Draw Down(%) | NA | 8.23 | 30.90 | 30.90 | 35.61 | NA | NA | … | … | 8.23 | 14.20 | 15.93 | 24.92 | 27.38 | 18.07 | 32.32 | 9.99 | 18.40 | 19.63 | 8.04 | 28.56 | 20.67 | 11.63 | 22.18 | 19.58 | 9.91 | 14.94 | 53.90 | 26.87 | 24.83 | 85.84 | 82.21 | 8.29 | 26.89 | 16.10 | 14.75 | 35.22 | 39.58 | 18.97 | 12.22 | 1.12 |
| Yield(%) | 0.00 | 6.27 | 4.98 | 6.09 | 6.70 | 9.12 | 15.48 | … | … | 3.23 | 6.39 | 5.71 | 5.40 | 5.60 | 6.00 | 5.46 | 5.31 | 4.34 | 4.06 | 5.53 | 6.07 | 6.55 | 7.89 | 6.39 | 5.78 | 7.04 | 11.67 | 0.00 | 0.00 | 0.00 | 0.00 | 7.00 | 12.27 | 11.35 | 13.24 | 17.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGU (Star Group, L.P.) |
-54.66%
Oct 2002 – Oct 2005 |
-37.58%
Nov 2003 – Nov 2008 |
-15.91%
Aug 1996 – Aug 2006 |
-5.66%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGU (Star Group, L.P.) |
44.84%
Nov 2008 – Nov 2011 |
35.03%
Nov 2005 – Nov 2010 |
24.46%
Oct 2005 – Oct 2015 |
19.81%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart