Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOUG (Sou 300 Group Holding Company) | NA | 0.00% | -36.83% | -24.09% | 54.99% | NA | NA | … | … |
Data as of 09/27/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOUG (Sou 300 Group Holding Company) | 06/19/2012 | 09/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -36.83 | -24.09 | 54.99 | NA | NA | … | … | 0.00 | -87.40 | 0.00 | 0.00 | 0.00 | 0.00 | 5.80 | 525.00 | -20.00 | 2,900.00 | 0.00 |
| Sharpe Ratio | NA | 0.00 | -0.61 | -0.53 | 0.43 | NA | NA | … | … | 0.00 | -0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 1.33 | 3.43 | -0.10 | 9.72 | 0.00 |
| Standard Deviation(%) | NA | 40.55 | 60.85 | 47.15 | 126.46 | NA | NA | … | … | NA | 125.71 | NA | NA | NA | NA | 4.18 | 152.88 | 202.07 | 298.49 | NA |
| Draw Down(%) | NA | 0.00 | 74.80 | 74.80 | 86.67 | NA | NA | … | … | 0.00 | 87.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 50.00 | 86.67 | 60.00 | 0.00 |
| 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 |
Data as of 09/27/2022, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUG (Sou 300 Group Holding Company) |
-36.83%
Jul 2018 – Jul 2021 |
-24.09%
Jul 2016 – Jul 2021 |
54.99%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUG (Sou 300 Group Holding Company) |
573.72%
Jan 2013 – Jan 2016 |
216.46%
Jul 2012 – Jul 2017 |
54.99%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart