Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMMF (Summit Financial Group Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 05/14/2024, Common starting date is 01/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMMF (Summit Financial Group Inc) | 01/04/2000 | 05/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | 27.86 | -6.68 | 27.85 | -15.33 | 43.45 | -24.97 | -2.55 | 136.79 | 2.62 | 20.08 | 104.75 | 77.29 | -32.59 | 6.58 | -57.34 | -31.85 | -27.76 | -14.83 | -17.90 | 62.67 | 76.19 | 35.14 | 68.61 | -2.37 |
| Sharpe Ratio | NA | 1.19 | 0.02 | 0.03 | 0.29 | NA | NA | … | … | -1.20 | 0.77 | -0.36 | 0.90 | -0.20 | 1.76 | -0.91 | -0.13 | 4.22 | 0.11 | 0.61 | 2.58 | 1.15 | -0.38 | 0.09 | -0.75 | -0.59 | -1.14 | -0.54 | -0.51 | 3.07 | 3.58 | 1.09 | 2.07 | -0.19 |
| Standard Deviation(%) | NA | 32.49 | 28.03 | 43.45 | 36.74 | NA | NA | … | … | 35.92 | 31.10 | 22.35 | 31.08 | 78.75 | 23.94 | 28.83 | 24.96 | 32.35 | 23.81 | 32.83 | 40.59 | 67.97 | 85.39 | 72.33 | 76.55 | 55.50 | 26.98 | 33.78 | 39.45 | 20.09 | 21.10 | 31.26 | 32.68 | 33.64 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 33.90 | 17.67 | 21.48 | 47.41 | 12.10 | 34.22 | 29.42 | 22.75 | 11.71 | 16.34 | 11.76 | 39.44 | 50.78 | 51.55 | 64.30 | 49.96 | 35.32 | 28.54 | 36.33 | 5.34 | 4.45 | 10.16 | 10.00 | 24.84 |
| Yield(%) | NA | 4.82 | 3.16 | 2.84 | 4.96 | 6.67 | 1.98 | … | … | 0.73 | 3.42 | 2.78 | 3.21 | 2.56 | 2.97 | 2.01 | 1.63 | 3.40 | 2.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.67 | 2.66 | 1.77 | 1.45 | 1.02 | 0.73 | 1.05 | 0.63 | 0.74 | 1.54 |
Data as of 05/14/2024, Common starting date is 01/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMF (Summit Financial Group Inc) |
-48.23%
Jun 2007 – Jun 2010 |
-38.65%
Jun 2005 – Jun 2010 |
-9.57%
Jan 2005 – Jan 2015 |
-3.48%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMF (Summit Financial Group Inc) |
74.93%
Nov 2011 – Nov 2014 |
62.80%
Nov 2011 – Nov 2016 |
29.49%
Nov 2011 – Nov 2021 |
11.19%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison Chart