Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SITSX (STAAR INVESTMENT TRUST – SMALLER COMPANY STOCK FUND STAAR INVESTMENT TRUST – SMALLER COMPANY STOCK FUND) | NA | -5.48% | 0.95% | 1.27% | 4.55% | NA | NA | … | … |
Data as of 04/23/2020, Common starting date is 10/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SITSX (STAAR INVESTMENT TRUST – SMALLER COMPANY STOCK FUND STAAR INVESTMENT TRUST – SMALLER COMPANY STOCK 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 | -5.48 | 0.95 | 1.27 | 4.55 | NA | NA | … | … | 0.00 | -6.71 | -7.62 | 17.98 | 4.31 | -2.98 | 3.35 | 34.47 | 10.19 | -8.13 | 20.68 | 29.38 | -5.97 |
| Sharpe Ratio | NA | -0.86 | -0.01 | 0.03 | 0.22 | NA | NA | … | … | 0.00 | -0.44 | -0.40 | 1.33 | 0.20 | -0.16 | 0.23 | 2.79 | 0.71 | -0.30 | 1.10 | 1.32 | -0.60 |
| Standard Deviation(%) | NA | 7.60 | 18.04 | 18.33 | 18.51 | NA | NA | … | … | NA | 18.62 | 22.54 | 13.13 | 20.59 | 18.91 | 14.45 | 12.33 | 14.38 | 27.34 | 18.78 | 22.13 | 43.22 |
| Draw Down(%) | NA | 7.48 | 25.27 | 25.27 | 26.60 | NA | NA | … | … | 0.00 | 15.16 | 25.27 | 5.80 | 22.48 | 15.12 | 11.29 | 4.49 | 11.06 | 26.60 | 15.86 | 19.87 | 21.55 |
| Yield(%) | 0.00 | 27.34 | 15.03 | 10.34 | 8.01 | 7.27 | 5.45 | … | … | 0.00 | 31.41 | 11.66 | 7.68 | 0.00 | 9.01 | 5.94 | 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 |
|---|---|---|---|---|
| SITSX (STAAR INVESTMENT TRUST – SMALLER COMPANY STOCK FUND STAAR INVESTMENT TRUST – SMALLER COMPANY STOCK FUND) |
-1.16%
Oct 2013 – Oct 2016 |
0.57%
Dec 2014 – Dec 2019 |
5.12%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SITSX (STAAR INVESTMENT TRUST – SMALLER COMPANY STOCK FUND STAAR INVESTMENT TRUST – SMALLER COMPANY STOCK FUND) |
20.55%
Feb 2009 – Feb 2012 |
18.38%
Feb 2009 – Feb 2014 |
10.09%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart