Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHMCF (Renewi plc) | NA | -14.67% | -2.90% | 89.19% | 41.18% | NA | NA | … | … |
Data as of 10/23/2024, Common starting date is 06/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHMCF (Renewi plc) | 06/20/2013 | 10/23/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.67 | -2.90 | 89.19 | 41.18 | NA | NA | … | … | -14.67 | -2.04 | -6.69 | 1,821.76 | 18.00 | 44.15 | -53.89 | 60.73 | 20.20 | 19.59 | 5.75 | 87.26 |
| Sharpe Ratio | NA | -0.88 | -0.19 | 0.73 | 0.38 | NA | NA | … | … | -0.88 | -0.43 | -0.19 | 7.73 | 0.21 | 0.86 | -0.99 | 2.57 | 0.37 | 0.11 | 0.18 | 5.17 |
| Standard Deviation(%) | NA | 24.06 | 34.42 | 118.39 | 104.85 | NA | NA | … | … | 28.27 | 14.60 | 41.59 | 235.74 | 83.69 | 49.78 | 55.93 | 23.53 | 53.92 | 179.16 | 31.62 | 43.62 |
| Draw Down(%) | NA | 17.76 | 36.87 | 45.45 | 71.42 | NA | NA | … | … | 17.76 | 10.63 | 29.66 | 10.27 | 45.45 | 32.67 | 56.93 | 1.77 | 30.72 | 71.42 | 23.75 | 8.53 |
| Yield(%) | 0.00 | 0.55 | 0.20 | 5.38 | 11.59 | 11.77 | 8.83 | … | … | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 24.13 | 21.50 | 27.46 | 23.51 | 22.05 | 18.93 | 29.72 |
Data as of 10/23/2024, Common starting date is 06/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMCF (Renewi plc) |
-24.38%
Sep 2017 – Sep 2020 |
-5.15%
May 2015 – May 2020 |
39.03%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMCF (Renewi plc) |
249.60%
Mar 2019 – Mar 2022 |
108.12%
Mar 2019 – Mar 2024 |
47.92%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart