Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMG (The Scotts Miracle-Gro Company) | -6.83% | -10.78% | -6.10% | -14.19% | 2.37% | 5.17% | 5.91% | 7.52% |
Data as of 08/06/2025, AR inception is 01/31/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMG (The Scotts Miracle-Gro Company) | 01/31/1992 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.56 | -10.78 | -6.10 | -14.19 | 2.37 | 5.17 | 5.91 | 7.52 | -6.83 | 8.28 | 36.92 | -68.81 | -18.03 | 96.18 | 77.05 | -41.00 | 14.46 | 52.80 | 6.49 | 6.73 | 45.48 | -2.93 | -5.94 | 31.23 | 34.10 | -19.21 | -14.79 | 15.43 | 23.80 | 24.27 | 20.64 | 3.03 | 28.87 | -8.23 | 4.72 | 27.07 | 52.20 | 2.58 | 22.05 | -19.62 | 11.27 | -20.22 |
| Sharpe Ratio | NA | -0.38 | -0.21 | -0.34 | 0.05 | NA | NA | 0.17 | -0.25 | 0.11 | 0.60 | -1.30 | -0.52 | 1.79 | 2.88 | -1.36 | 0.79 | 2.46 | 0.34 | 0.40 | 2.55 | -0.10 | -0.19 | 1.41 | 0.92 | -0.30 | -0.56 | 0.56 | 1.07 | 1.24 | 0.89 | 0.06 | 0.83 | -0.32 | 0.05 | 0.70 | 1.76 | -0.04 | 0.67 | -0.87 | 0.27 | -0.61 |
| Standard Deviation(%) | NA | 45.77 | 50.12 | 46.72 | 39.85 | NA | NA | 33.87 | 44.62 | 43.53 | 56.25 | 54.08 | 35.02 | 53.38 | 26.24 | 31.25 | 17.63 | 21.35 | 19.07 | 16.92 | 17.83 | 29.21 | 31.98 | 22.03 | 37.05 | 66.04 | 32.19 | 21.42 | 20.04 | 18.77 | 22.26 | 33.46 | 32.37 | 39.43 | 26.94 | 33.93 | 27.38 | 25.09 | 26.98 | 26.08 | 33.57 | 39.92 |
| Draw Down(%) | NA | 47.42 | 53.92 | 83.55 | 83.55 | NA | NA | 83.55 | 37.30 | 29.70 | 48.26 | 75.08 | 46.37 | 38.04 | 15.69 | 44.81 | 13.67 | 10.47 | 13.74 | 15.48 | 9.65 | 30.13 | 32.65 | 13.14 | 27.38 | 57.59 | 29.72 | 24.82 | 9.44 | 18.28 | 19.15 | 29.63 | 29.26 | 31.25 | 27.30 | 36.25 | 16.16 | 24.12 | 20.94 | 26.25 | 25.61 | 38.20 |
| Yield(%) | 0.00 | 3.74 | 3.19 | 2.30 | 4.43 | 5.52 | 6.30 | 13.24 | 2.01 | 4.10 | 5.28 | 1.60 | 1.28 | 7.00 | 3.62 | 1.99 | 2.17 | 3.82 | 2.98 | 6.17 | 3.41 | 2.64 | 2.17 | 1.92 | 1.65 | 1.36 | 16.30 | 1.07 | 0.69 | 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 08/06/2025, AR inception is 01/31/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMG (The Scotts Miracle-Gro Company) |
-34.74%
Jan 2021 - Jan 2024 |
-13.78%
Jul 2020 - Jul 2025 |
0.48%
Oct 2013 - Oct 2023 |
2.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMG (The Scotts Miracle-Gro Company) |
46.37%
Mar 2018 - Mar 2021 |
31.23%
Mar 2016 - Mar 2021 |
20.09%
Jun 2008 - Jun 2018 |
15.95%
Mar 2006 - Mar 2021 |
Annualized Rolling Returns Comparison Chart