Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMFX (SIMS TOTAL RETURN FUND SIMS TOTAL RETURN FUND) | NA | -5.65% | 0.24% | -1.39% | 5.42% | 0.17% | 0.18% | … | … |
Data as of 07/10/2019, Common starting date is 09/16/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMFX (SIMS TOTAL RETURN FUND SIMS TOTAL RETURN FUND) | 09/16/1986 | 07/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.65 | 0.24 | -1.39 | 5.42 | 0.17 | 0.18 | … | … | -5.62 | -10.36 | 6.24 | 8.50 | -5.67 | -0.59 | 15.31 | 6.13 | 0.00 | 9.67 | 18.31 | -32.19 | -9.40 | 7.65 | -3.91 | 3.16 | 25.60 | -16.90 | 0.00 | 16.41 | -8.60 | -15.37 | -1.39 | 21.21 | 6.52 | -5.96 | 9.33 | -9.58 | 12.34 | -12.67 | 3.66 | 11.68 | -0.20 | 0.40 |
| Sharpe Ratio | NA | -0.47 | -0.06 | -0.17 | 0.40 | NA | NA | … | … | -0.67 | -0.79 | 1.13 | 0.96 | -0.39 | -0.06 | 1.55 | 0.55 | 0.00 | 0.64 | 0.69 | -0.94 | -0.81 | 0.47 | -0.65 | 0.22 | 1.76 | -0.93 | -0.15 | 0.79 | -0.93 | -1.09 | -3.03 | 1.50 | 0.26 | -0.87 | 1.06 | -1.01 | 0.69 | -1.31 | -0.17 | 0.46 | -0.25 | -1.01 |
| Standard Deviation(%) | NA | 15.28 | 10.64 | 11.68 | 12.74 | NA | NA | … | … | 18.27 | 14.80 | 5.00 | 8.58 | 14.63 | 9.79 | 9.88 | 11.11 | 18.15 | 14.88 | 26.38 | 34.99 | 15.32 | 9.25 | 9.38 | 9.84 | 14.14 | 19.27 | 16.27 | 15.59 | 12.67 | 17.13 | 18.61 | 11.67 | 10.47 | 10.29 | 6.84 | 11.72 | 12.46 | 13.68 | 12.29 | 15.28 | 16.55 | 2.25 |
| Draw Down(%) | NA | 14.71 | 14.71 | 20.27 | 20.27 | NA | NA | … | … | 14.71 | 14.36 | 3.05 | 7.24 | 17.49 | 12.45 | 5.02 | 9.72 | 15.93 | 15.74 | 28.39 | 41.75 | 17.28 | 5.60 | 9.22 | 9.89 | 13.42 | 27.18 | 21.25 | 14.69 | 21.67 | 29.34 | 14.36 | 9.08 | 10.38 | 10.23 | 2.88 | 13.46 | 8.09 | 19.37 | 12.25 | 12.15 | 22.16 | 0.79 |
| Yield(%) | 0.00 | 9.11 | 7.04 | 5.73 | 5.21 | 2.10 | 1.59 | … | … | 0.00 | 8.96 | 2.92 | 10.66 | 5.02 | 7.94 | 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 07/10/2019, Common starting date is 09/16/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMFX (SIMS TOTAL RETURN FUND SIMS TOTAL RETURN FUND) |
-19.69%
Feb 2006 – Feb 2009 |
-12.83%
Feb 2004 – Feb 2009 |
-4.97%
Feb 1999 – Feb 2009 |
-3.48%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMFX (SIMS TOTAL RETURN FUND SIMS TOTAL RETURN FUND) |
19.51%
Feb 2009 – Feb 2012 |
14.78%
Feb 2009 – Feb 2014 |
8.40%
Feb 2009 – Feb 2019 |
2.68%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart