Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMAA (Sma Alliance Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 05/17/2021, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMAA (Sma Alliance Inc) | 12/20/1996 | 05/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2001 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | 300.00 | 0.00 | 0.00 | 0.00 | 0.00 | -85.71 | -97.32 | -34.75 | 0.00 | 300.00 | 42.86 | -99.93 | -90.10 | 100,900.00 | -50.00 | 33.33 | 1,400.00 | -95.00 | -90.00 | 900.00 | 0.00 |
| Sharpe Ratio | NA | 3.29 | 0.47 | 0.01 | -0.12 | NA | NA | … | … | 27.30 | 0.63 | -0.01 | 0.00 | 0.00 | 0.00 | -0.16 | -0.37 | -0.21 | 0.00 | 0.47 | 0.03 | -0.08 | -0.04 | 21.99 | -0.10 | 0.09 | 0.18 | NA | -0.04 | 0.33 | NA |
| Standard Deviation(%) | NA | 516.54 | 342.30 | 442.74 | 392.94 | NA | NA | … | … | 368.95 | 472.42 | 273.56 | 356.27 | 603.68 | 434.04 | 531.48 | 259.64 | 167.87 | 261.05 | 571.20 | 1,599.74 | 1,332.57 | 2,189.53 | 1,970.96 | 617.01 | 340.48 | 1,287.24 | 0.00 | 2,584.65 | 2,584.65 | 0.00 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 93.33 | 50.00 | 95.00 | 96.67 | 95.45 | 87.50 | 98.28 | 87.42 | 94.04 | 98.18 | 97.44 | 99.93 | 97.03 | 98.82 | 66.67 | 33.33 | 87.78 | 95.00 | 90.00 | 0.00 | 0.00 |
| Yield(%) | 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 | 0.00 |
Data as of 05/17/2021, Common starting date is 12/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMAA (Sma Alliance Inc) |
-96.78%
Oct 2007 – Oct 2010 |
-81.87%
Feb 2009 – Feb 2014 |
-74.91%
Apr 2008 – Apr 2018 |
-53.26%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMAA (Sma Alliance Inc) |
2,061.59%
Dec 2004 – Dec 2007 |
126.79%
Jan 2004 – Jan 2009 |
6.52%
May 2004 – May 2014 |
-17.81%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison Chart