Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SMBMD (Seatrium Limited) NA 925.41% 155.94% 10.66% -3.25% NA NA
Data as of 07/30/2024, Common starting date is 09/08/2009
More Performance Analytics Comparison
Name Start Date End Date
SMBMD (Seatrium Limited) 09/08/2009 07/30/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 925.41 155.94 10.66 -3.25 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.72 2.92 2.19
Data as of 07/30/2024, Common starting date is 09/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMBMD (Seatrium Limited) -56.74%
Sep 2018 – Sep 2021
-38.82%
Nov 2018 – Nov 2023
-28.87%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMBMD (Seatrium Limited) 139.37%
Jun 2021 – Jun 2024
15.50%
May 2019 – May 2024
-0.91%
May 2014 – May 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return