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
SOHL (Southern Trust Securities Holding Corp) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 05/23/2023, Common starting date is 11/10/2010
More Performance Analytics Comparison
Name Start Date End Date
SOHL (Southern Trust Securities Holding Corp) 11/10/2010 05/23/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 7.14 2,700.00 -92.31 -50.00 160.00 0.00 -15.97 -60.33 -40.00 -64.29 -46.15 -7.14 -6.67
Sharpe Ratio NA NA NA NA NA NA NA NA 0.84 5.29 -0.22 -0.18 0.24 0.00 -0.05 -0.75 -0.25 -0.28 -0.48 -0.12 -2.12
Standard Deviation(%) NA NA NA NA NA NA NA NA 6.91 510.51 411.42 283.10 674.78 209.11 321.37 80.22 162.13 233.85 95.96 57.65 18.51
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 0.00 92.04 99.40 70.00 99.34 87.50 91.67 66.67 85.00 85.71 61.54 34.21 6.67
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/23/2023, Common starting date is 11/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SOHL (Southern Trust Securities Holding Corp) -68.93%
Oct 2017 – Oct 2020
-50.00%
Feb 2011 – Feb 2016
-43.83%
Jan 2011 – Jan 2021
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SOHL (Southern Trust Securities Holding Corp) 217.48%
Jul 2015 – Jul 2018
74.11%
Jul 2013 – Jul 2018
-4.98%
Mar 2013 – Mar 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return