Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SITAX (STAAR INVESTMENT TRUST – ALTERNATIVE CATEGORIES FUND STAAR INVESTMENT TRUST – ALTERNATIVE CATEGORIES FUND) | NA | 2.44% | 1.63% | -0.08% | 3.29% | 1.63% | 1.47% | … | … |
Data as of 04/23/2020, Common starting date is 04/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SITAX (STAAR INVESTMENT TRUST – ALTERNATIVE CATEGORIES FUND STAAR INVESTMENT TRUST – ALTERNATIVE CATEGORIES FUND) | 04/30/1996 | 04/23/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.44 | 1.63 | -0.08 | 3.29 | 1.63 | 1.47 | … | … | 0.00 | -55.01 | -15.18 | 11.75 | 1.32 | -11.68 | -0.45 | 20.19 | 7.51 | -7.28 | 11.96 | 10.54 | -32.99 | 7.75 | 1.26 | 7.77 | 12.57 | 28.35 | -15.79 | -11.39 | -0.49 | 27.71 | -8.25 | 2.83 | 2.19 |
| Sharpe Ratio | NA | -5.98 | -0.92 | -1.00 | -0.91 | NA | NA | … | … | 0.00 | -0.89 | -3.81 | -0.84 | -2.65 | -1.79 | -1.73 | 0.17 | -0.95 | -1.17 | -0.47 | -0.54 | -2.05 | -0.97 | -1.42 | -1.19 | -0.63 | 0.84 | -2.32 | -2.10 | -3.51 | 4.35 | 1.85 | -4.37 | 1.08 |
| Standard Deviation(%) | NA | 3.60 | 51.23 | 40.49 | 30.56 | NA | NA | … | … | NA | 87.84 | 9.66 | 8.94 | 12.33 | 16.87 | 10.96 | 9.78 | 11.72 | 22.08 | 13.99 | 15.01 | 25.61 | 14.81 | 14.93 | 11.15 | 11.14 | 10.79 | 15.32 | 15.79 | 19.68 | 12.12 | 13.55 | 9.99 | 4.48 |
| Draw Down(%) | NA | 3.13 | 65.19 | 65.19 | 66.27 | NA | NA | … | … | 0.00 | 58.61 | 17.89 | 4.50 | 13.30 | 17.39 | 8.79 | 6.88 | 10.61 | 22.77 | 11.11 | 17.43 | 39.39 | 9.84 | 13.35 | 7.37 | 11.17 | 8.49 | 26.73 | 26.08 | 16.74 | 8.65 | 23.57 | 14.33 | 2.19 |
| Yield(%) | 0.00 | 1.24 | 19.52 | 11.19 | 8.36 | 5.14 | 4.05 | … | … | 0.00 | 140.37 | 0.00 | 4.51 | 0.18 | 0.84 | 6.83 | 4.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.06 | 0.56 | 0.00 | 0.00 | 0.00 |
Data as of 04/23/2020, Common starting date is 04/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITAX (STAAR INVESTMENT TRUST – ALTERNATIVE CATEGORIES FUND STAAR INVESTMENT TRUST – ALTERNATIVE CATEGORIES FUND) |
-15.74%
Mar 2006 – Mar 2009 |
-5.98%
Feb 2004 – Feb 2009 |
-2.72%
Aug 2000 – Aug 2010 |
0.01%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITAX (STAAR INVESTMENT TRUST – ALTERNATIVE CATEGORIES FUND STAAR INVESTMENT TRUST – ALTERNATIVE CATEGORIES FUND) |
20.14%
Mar 2003 – Mar 2006 |
13.78%
Oct 2002 – Oct 2007 |
5.81%
Feb 2009 – Feb 2019 |
4.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart