Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPAR (The Shyft Group Inc) | NA | 45.86% | 12.49% | 37.11% | 16.47% | 18.46% | 22.58% | 15.12% |
Data as of 10/16/2020, AR inception is 06/20/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPAR (The Shyft Group Inc) | 06/20/1984 | 10/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 45.86 | 12.49 | 37.11 | 16.47 | 18.46 | 22.58 | 15.12 | 16.40 | 151.45 | -53.66 | 71.79 | 201.81 | -39.50 | -20.02 | 38.46 | 4.42 | -19.57 | 10.17 | 21.83 | -36.87 | -23.87 | 122.71 | -12.77 | 19.20 | -10.40 | 79.03 | 285.97 | -60.87 | -23.91 | -7.07 | -8.33 | -38.64 | -17.76 | -21.32 | 4.08 | 28.95 | 635.48 | 0.00 | -22.50 | 150.00 | -33.33 | 140.00 | -47.37 | 18.75 |
| Sharpe Ratio | NA | 0.65 | 0.19 | 0.65 | 0.32 | NA | NA | 0.21 | 0.27 | 3.76 | -0.84 | 1.46 | 4.16 | -1.19 | -0.51 | 1.14 | 0.10 | -0.29 | 0.19 | 0.23 | -0.38 | -0.39 | 2.89 | -0.55 | 0.54 | -0.36 | 1.18 | 3.09 | -0.76 | -0.47 | -0.18 | -1.41 | -1.02 | -0.48 | -0.53 | 0.04 | 0.37 | 8.82 | -0.08 | -0.47 | 2.53 | -0.50 | 2.07 | -0.70 | 0.77 |
| Standard Deviation(%) | NA | 69.44 | 60.10 | 55.64 | 50.82 | NA | NA | 60.72 | 75.63 | 39.91 | 65.72 | 48.91 | 48.11 | 33.08 | 39.35 | 33.67 | 44.58 | 67.90 | 53.59 | 95.86 | 99.03 | 70.10 | 41.49 | 27.12 | 33.77 | 30.43 | 66.03 | 94.41 | 84.89 | 57.34 | 58.62 | 44.92 | 40.98 | 45.27 | 46.20 | 49.70 | 71.25 | 70.96 | 63.54 | 60.60 | 57.19 | 74.21 | 65.13 | 74.72 | 41.03 |
| Draw Down(%) | NA | 53.58 | 63.31 | 63.31 | 63.31 | NA | NA | 94.55 | 53.58 | 12.24 | 63.31 | 31.38 | 22.92 | 42.87 | 35.97 | 14.41 | 36.91 | 50.73 | 47.23 | 61.38 | 77.12 | 71.66 | 13.05 | 27.99 | 30.07 | 34.18 | 42.39 | 45.83 | 71.11 | 41.26 | 48.55 | 41.83 | 43.18 | 39.13 | 41.04 | 46.50 | 61.03 | 38.14 | 43.48 | 51.72 | 27.27 | 46.43 | 40.00 | 65.22 | 14.29 |
| Yield(%) | 0.00 | 0.69 | 0.66 | 2.18 | 1.88 | 2.12 | 7.78 | 11.74 | 0.27 | 1.31 | 0.65 | 1.07 | 3.24 | 1.87 | 1.49 | 1.87 | 1.98 | 1.56 | 1.67 | 2.67 | 1.34 | 1.13 | 1.16 | 0.96 | 0.97 | 0.74 | 1.08 | 3.01 | 1.45 | 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 10/16/2020, AR inception is 06/20/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPAR (The Shyft Group Inc) |
-36.04%
Jun 2007 - Jun 2010 |
-31.07%
Dec 1995 - Dec 2000 |
-11.17%
Oct 1991 - Oct 2001 |
-1.88%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPAR (The Shyft Group Inc) |
129.49%
Aug 1990 - Aug 1993 |
79.00%
Dec 1987 - Dec 1992 |
35.46%
Dec 2000 - Dec 2010 |
20.03%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart