Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SITIX (STAAR INVESTMENT TRUST – INTERNATIONAL FUND STAAR INVESTMENT TRUST – INTERNATIONAL FUND) | NA | -7.34% | -1.31% | -2.25% | -0.68% | NA | NA | … | … |
Data as of 04/23/2020, Common starting date is 10/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SITIX (STAAR INVESTMENT TRUST – INTERNATIONAL FUND STAAR INVESTMENT TRUST – INTERNATIONAL FUND) | 10/16/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.34 | -1.31 | -2.25 | -0.68 | NA | NA | … | … | 0.00 | -3.67 | -13.48 | 24.31 | -1.13 | -15.01 | -0.21 | 7.04 | 9.81 | -15.54 | 9.70 | 18.92 | -2.53 |
| Sharpe Ratio | NA | -1.40 | -0.21 | -0.24 | -0.07 | NA | NA | … | … | 0.00 | -0.46 | -0.96 | 3.48 | -0.08 | -0.81 | -0.02 | 0.66 | 0.72 | -0.65 | 0.56 | 0.82 | -0.26 |
| Standard Deviation(%) | NA | 6.00 | 11.46 | 12.68 | 15.09 | NA | NA | … | … | NA | 11.08 | 15.44 | 6.84 | 15.68 | 18.68 | 12.82 | 10.64 | 13.70 | 23.89 | 17.25 | 22.97 | 46.18 |
| Draw Down(%) | NA | 8.03 | 25.36 | 25.36 | 31.45 | NA | NA | … | … | 0.00 | 8.24 | 25.36 | 2.11 | 12.63 | 18.85 | 14.75 | 10.37 | 14.33 | 25.84 | 14.92 | 24.53 | 18.94 |
| Yield(%) | 0.00 | 21.21 | 9.30 | 5.18 | 3.34 | 2.61 | 1.96 | … | … | 0.00 | 23.79 | 5.66 | 1.15 | 0.00 | 0.00 | 7.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/23/2020, Common starting date is 10/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITIX (STAAR INVESTMENT TRUST – INTERNATIONAL FUND STAAR INVESTMENT TRUST – INTERNATIONAL FUND) |
-6.70%
Jan 2013 – Jan 2016 |
-5.19%
Feb 2011 – Feb 2016 |
-0.60%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITIX (STAAR INVESTMENT TRUST – INTERNATIONAL FUND STAAR INVESTMENT TRUST – INTERNATIONAL FUND) |
14.98%
Feb 2009 – Feb 2012 |
10.07%
Feb 2009 – Feb 2014 |
4.04%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart