Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPE (Special Opportunities Closed Fund) | -2.03% | 4.98% | 20.25% | 8.88% | 10.72% | 8.83% | 8.48% | … | … |
Data as of 06/05/2026, Common starting date is 05/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPE (Special Opportunities Closed Fund) | 05/28/1993 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | 4.98 | 20.25 | 8.88 | 10.72 | 8.83 | 8.48 | … | … | -2.03 | 14.68 | 34.36 | 14.15 | -18.39 | 23.53 | 4.86 | 32.95 | -9.17 | 18.82 | 9.57 | -6.03 | -3.35 | 31.56 | 10.05 | -1.51 | 4.90 | 47.45 | -16.46 | 0.01 | 10.36 | 2.15 | -0.03 | 9.47 | 10.33 | 10.42 | 18.08 | -20.60 | 7.87 | 13.68 | -3.06 | 20.99 | -29.57 | -4.17 |
| Sharpe Ratio | NA | 0.32 | 1.44 | 0.51 | 0.54 | NA | NA | … | … | -0.32 | 0.81 | 2.71 | 0.91 | -1.15 | 2.01 | 0.11 | 3.92 | -0.94 | 2.25 | 0.84 | -0.55 | -0.30 | 2.43 | 0.97 | -0.11 | 0.53 | 4.26 | -0.71 | -0.38 | 1.05 | -0.02 | -0.11 | 1.11 | 1.19 | 0.86 | 1.36 | -1.99 | 0.41 | 0.86 | -0.45 | 1.08 | -1.39 | -0.65 |
| Standard Deviation(%) | NA | 10.62 | 12.55 | 13.56 | 17.47 | NA | NA | … | … | 11.93 | 14.58 | 11.36 | 11.66 | 17.28 | 11.70 | 41.83 | 8.03 | 11.29 | 8.10 | 11.16 | 11.00 | 11.40 | 13.00 | 10.41 | 13.50 | 9.15 | 11.10 | 24.45 | 8.34 | 6.66 | 6.25 | 9.44 | 7.92 | 7.71 | 9.43 | 10.17 | 12.05 | 10.74 | 11.62 | 14.87 | 15.68 | 23.53 | 13.91 |
| Draw Down(%) | NA | 9.32 | 13.69 | 24.18 | 46.90 | NA | NA | … | … | 9.32 | 13.69 | 6.50 | 10.78 | 24.18 | 5.42 | 46.90 | 2.83 | 17.39 | 3.71 | 9.92 | 11.69 | 9.91 | 7.42 | 8.09 | 12.14 | 11.28 | 6.70 | 33.76 | 9.21 | 5.02 | 6.53 | 13.13 | 9.71 | 7.13 | 4.60 | 3.62 | 21.89 | 7.93 | 5.00 | 11.65 | 7.29 | 35.83 | 8.13 |
| Yield(%) | 0.00 | 13.35 | 13.23 | 9.55 | 10.06 | 8.50 | 8.48 | … | … | 3.69 | 13.73 | 9.59 | 9.19 | 8.49 | 13.00 | 7.61 | 7.79 | 11.13 | 9.61 | 6.20 | 7.63 | 8.63 | 14.56 | 6.42 | 0.18 | 0.21 | 6.70 | 4.47 | 4.54 | 5.25 | 6.51 | 6.16 | 7.88 | 6.14 | 5.05 | 6.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPE (Special Opportunities Closed Fund) |
-7.93%
Oct 1993 – Oct 1996 |
-1.89%
Aug 1993 – Aug 1998 |
1.14%
Aug 1993 – Aug 2003 |
0.76%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPE (Special Opportunities Closed Fund) |
22.41%
Sep 2022 – Sep 2025 |
20.91%
Mar 2020 – Mar 2025 |
12.35%
Feb 2016 – Feb 2026 |
10.15%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart