Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SITLX (STAAR INVESTMENT TRUST – LARGER COMPANY STOCK FUND STAAR INVESTMENT TRUST – LARGER COMPANY STOCK FUND) | NA | -2.06% | 3.40% | 3.00% | 5.86% | NA | NA | … | … |
Data as of 04/23/2020, Common starting date is 10/15/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SITLX (STAAR INVESTMENT TRUST – LARGER COMPANY STOCK FUND STAAR INVESTMENT TRUST – LARGER COMPANY STOCK FUND) | 10/15/2008 | 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 | -2.06 | 3.40 | 3.00 | 5.86 | NA | NA | … | … | 0.00 | -43.10 | -17.28 | 12.20 | -0.20 | -13.26 | 7.37 | 27.16 | 8.71 | -3.61 | 12.36 | 18.83 | -8.89 |
| Sharpe Ratio | NA | -1.21 | -1.20 | -1.30 | -1.09 | NA | NA | … | … | 0.00 | -1.17 | -2.33 | -0.93 | -2.53 | -1.61 | -1.07 | 0.84 | -0.85 | -1.01 | -0.41 | 0.01 | -1.30 |
| Standard Deviation(%) | NA | 54.43 | 34.17 | 27.84 | 22.68 | NA | NA | … | … | NA | 56.60 | 16.64 | 7.56 | 13.53 | 19.70 | 10.37 | 10.28 | 11.71 | 21.91 | 15.33 | 18.83 | 44.72 |
| Draw Down(%) | NA | 45.49 | 53.38 | 53.38 | 54.85 | NA | NA | … | … | 0.00 | 45.49 | 21.27 | 4.61 | 14.82 | 20.25 | 7.52 | 5.22 | 9.41 | 20.20 | 13.52 | 18.72 | 18.90 |
| Yield(%) | 0.00 | 40.72 | 19.61 | 12.99 | 10.59 | 8.17 | 6.13 | … | … | 0.00 | 46.81 | 11.06 | 9.06 | 4.19 | 3.81 | 10.40 | 2.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/23/2020, Common starting date is 10/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITLX (STAAR INVESTMENT TRUST – LARGER COMPANY STOCK FUND STAAR INVESTMENT TRUST – LARGER COMPANY STOCK FUND) |
3.02%
Oct 2013 – Oct 2016 |
0.96%
Dec 2014 – Dec 2019 |
6.12%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITLX (STAAR INVESTMENT TRUST – LARGER COMPANY STOCK FUND STAAR INVESTMENT TRUST – LARGER COMPANY STOCK FUND) |
18.45%
Dec 2011 – Dec 2014 |
15.29%
Feb 2009 – Feb 2014 |
9.40%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart