Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNHY (Helios Technologies Inc.) | NA | 1,155,600,358.05% | 27,037.93% | 2,635.08% | 497.98% | 250.09% | 168.44% | … | … |
Data as of 06/28/2019, Common starting date is 01/09/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNHY (Helios Technologies Inc.) | 01/09/1997 | 06/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1,155,600,358.05 | 27,037.93 | 2,635.08 | 497.98 | 250.09 | 168.44 | … | … | 1,687,579,533.16 | -48.35 | 63.03 | 27.66 | -18.16 | 3.41 | 53.37 | 13.36 | -5.59 | 48.14 | 43.02 | -24.11 | 86.80 | 8.27 | 83.99 | 124.15 | 13.63 | 6.67 | 17.95 | 3.99 | -20.05 | -29.72 | 17.05 |
| Sharpe Ratio | NA | 695,082.64 | 28.51 | 3.59 | 0.96 | NA | NA | … | … | NA | -1.11 | 2.45 | 0.83 | -0.71 | 0.10 | 1.80 | 0.33 | -0.09 | 1.06 | 0.71 | -0.31 | 1.39 | 0.11 | 1.12 | 2.19 | 0.25 | 0.26 | 0.41 | 0.00 | -0.40 | -0.63 | 0.35 |
| Standard Deviation(%) | NA | 1,662.54 | 948.49 | 733.20 | 518.52 | NA | NA | … | … | 2,405.17 | 44.92 | 25.55 | 33.27 | 25.76 | 32.87 | 29.61 | 40.30 | 59.52 | 45.44 | 60.39 | 81.63 | 60.49 | 43.97 | 72.80 | 56.38 | 51.50 | 21.29 | 38.34 | 52.75 | 58.34 | 52.67 | 40.01 |
| Draw Down(%) | NA | 46.24 | 55.49 | 55.49 | 55.49 | NA | NA | … | … | 21.08 | 55.49 | 13.78 | 22.16 | 34.07 | 19.09 | 13.36 | 36.37 | 44.24 | 29.18 | 46.00 | 72.66 | 40.72 | 33.88 | 45.41 | 38.67 | 30.58 | 11.20 | 15.90 | 42.37 | 36.23 | 54.24 | 17.17 |
| Yield(%) | 0.00 | 0.74 | 1.28 | 1.45 | 3.32 | 3.04 | 5.95 | … | … | 0.54 | 0.55 | 0.73 | 1.31 | 1.16 | 3.70 | 1.60 | 1.97 | 1.33 | 3.11 | 2.38 | 1.85 | 1.79 | 2.03 | 2.11 | 2.89 | 27.14 | 2.09 | 2.42 | 2.67 | 1.86 | 1.31 | 1.35 |
Data as of 06/28/2019, Common starting date is 01/09/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNHY (Helios Technologies Inc.) |
-21.11%
May 1998 – May 2001 |
-12.99%
Jun 1998 – Jun 2003 |
8.42%
May 2008 – May 2018 |
16.86%
May 1998 – May 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNHY (Helios Technologies Inc.) |
93.59%
Oct 2004 – Oct 2007 |
70.98%
May 2003 – May 2008 |
37.07%
Oct 2003 – Oct 2013 |
28.71%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart