Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMPEF (Southern Empire Resources Corp) | 40.00% | 600.00% | -4.35% | -16.64% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMPEF (Southern Empire Resources Corp) | 10/19/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 600.00 | -4.35 | -16.64 | NA | NA | NA | … | … | 40.00 | 100.00 | -60.00 | -28.57 | -30.00 | -48.74 | -20.98 |
| Sharpe Ratio | NA | 3.36 | -0.04 | -0.12 | NA | NA | NA | … | … | 1.02 | 0.49 | -0.28 | -0.23 | -0.26 | -0.24 | -0.48 |
| Standard Deviation(%) | NA | 177.77 | 200.05 | 184.02 | NA | NA | NA | … | … | 123.04 | 201.35 | 237.42 | 142.77 | 122.00 | 206.89 | 144.47 |
| Draw Down(%) | NA | 50.00 | 87.50 | 97.96 | NA | NA | NA | … | … | 42.86 | 66.67 | 83.33 | 66.67 | 80.00 | 80.61 | 33.41 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPEF (Southern Empire Resources Corp) |
-57.61%
Nov 2021 – Nov 2024 |
-26.41%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPEF (Southern Empire Resources Corp) |
5.27%
Mar 2023 – Mar 2026 |
-17.22%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart