Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPCO (The Stephan Co) | -6.83% | -37.88% | -27.05% | -10.98% | 1.40% | -5.44% | -4.72% | -0.88% |
Data as of 05/07/2025, AR inception is 04/03/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPCO (The Stephan Co) | 04/03/1990 | 05/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.88 | -27.05 | -10.98 | 1.40 | -5.44 | -4.72 | -0.88 | -6.83 | -25.62 | -36.98 | -22.58 | -6.06 | 55.29 | 1.49 | -27.14 | 56.44 | 61.15 | -15.33 | 31.36 | -28.05 | -25.53 | -1.31 | -6.79 | 37.25 | -38.90 | -6.82 | 8.42 | -17.94 | 49.46 | 28.13 | 17.40 | 2.72 | -18.40 | -62.84 | -22.53 | 4.11 | -17.13 | 22.87 | -37.04 | -18.18 | 12.50 | 120.00 | 185.71 |
| Sharpe Ratio | NA | -0.40 | -0.21 | -0.04 | 0.00 | NA | NA | -0.02 | -0.28 | -0.17 | -0.25 | -0.21 | -0.10 | 0.08 | 0.00 | -0.49 | 1.08 | 0.85 | -0.24 | 0.49 | -0.58 | -0.64 | -0.04 | -0.13 | 0.60 | -0.48 | -0.25 | 0.15 | -0.47 | 1.36 | 0.91 | 0.43 | 0.01 | -0.44 | -1.00 | -0.92 | 0.01 | -0.69 | 0.75 | -0.90 | -0.26 | 0.13 | 1.43 | 8.47 |
| Standard Deviation(%) | NA | 112.44 | 141.00 | 345.45 | 281.93 | NA | NA | 144.57 | 77.11 | 172.30 | 160.39 | 116.64 | 61.24 | 650.95 | 396.96 | 57.84 | 51.77 | 72.01 | 63.34 | 64.59 | 48.68 | 39.98 | 30.33 | 52.43 | 61.83 | 82.01 | 40.69 | 33.63 | 43.23 | 35.68 | 30.22 | 37.65 | 31.48 | 51.59 | 66.40 | 28.19 | 34.16 | 30.01 | 25.23 | 44.59 | 78.50 | 75.69 | 80.49 | 35.80 |
| Draw Down(%) | NA | 42.88 | 67.35 | 94.69 | 96.65 | NA | NA | 96.65 | 24.71 | 37.93 | 60.98 | 47.37 | 34.92 | 90.96 | 93.71 | 49.33 | 20.00 | 39.23 | 33.96 | 30.59 | 49.50 | 42.18 | 20.90 | 35.32 | 26.23 | 53.46 | 26.70 | 21.47 | 37.21 | 27.80 | 16.42 | 21.19 | 18.03 | 40.84 | 69.08 | 34.30 | 37.58 | 37.05 | 23.49 | 48.28 | 48.00 | 46.97 | 44.55 | 4.62 |
| Yield(%) | 0.00 | 2.96 | 0.62 | 0.53 | 6.10 | 1.82 | 1.56 | 16.53 | 4.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.29 | 5.88 | 8.57 | 13.51 | 4.84 | 0.00 | 0.00 | 1.79 | 3.40 | 3.08 | 4.26 | 2.22 | 2.21 | 2.25 | 1.88 | 48.15 | 2.35 | 2.75 | 2.67 | 2.00 | 0.77 | 0.58 | 0.59 | 0.48 | 0.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/07/2025, AR inception is 04/03/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPCO (The Stephan Co) |
-59.97%
Jul 2020 - Jul 2023 |
-28.65%
Feb 1996 - Feb 2001 |
-20.34%
Feb 1992 - Feb 2002 |
-11.10%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPCO (The Stephan Co) |
106.84%
May 2017 - May 2020 |
81.25%
May 2015 - May 2020 |
20.99%
May 2010 - May 2020 |
12.58%
May 2005 - May 2020 |
Annualized Rolling Returns Comparison Chart