Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPGZ (Spectrum Group International Inc) | NA | 43.33% | 208.68% | 99.52% | 43.59% | 28.50% | 11.16% | … | … |
Data as of 07/16/2024, Common starting date is 05/20/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPGZ (Spectrum Group International Inc) | 05/20/1993 | 07/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 43.33 | 208.68 | 99.52 | 43.59 | 28.50 | 11.16 | … | … | 27.22 | 20.71 | 133.33 | 59.92 | -6.01 | 2.46 | 12.07 | -7.05 | 1.46 | 17.59 | -77.16 | 7.01 | -14.40 | 0.00 | 33.69 | 3.89 | -14.29 | -72.69 | -62.08 | 63.95 | 4.48 | 710.96 | -18.89 | -12.73 | -85.00 | 46.67 | 650.00 | -23.08 | -25.71 | -2.78 | -25.00 | -20.00 |
| Sharpe Ratio | NA | 1.47 | 1.19 | 0.72 | 0.44 | NA | NA | … | … | 1.61 | 1.20 | 0.71 | 2.78 | -0.25 | 0.03 | 0.59 | -0.35 | 0.06 | 0.56 | -0.43 | 0.16 | -0.27 | 0.00 | 0.52 | 0.04 | -0.27 | -0.93 | -0.37 | 1.20 | 0.05 | 7.49 | -0.19 | -0.14 | -1.04 | 0.42 | 4.71 | -0.28 | -0.37 | -0.06 | -0.24 | -0.31 |
| Standard Deviation(%) | NA | 26.82 | 173.15 | 135.31 | 97.34 | NA | NA | … | … | 32.89 | 13.81 | 186.45 | 33.98 | 24.73 | 32.12 | 18.17 | 22.27 | 22.63 | 31.46 | 177.56 | 44.65 | 54.70 | 66.81 | 64.82 | 95.79 | 55.37 | 81.60 | 178.69 | 51.68 | 70.90 | 94.85 | 102.61 | 105.44 | 85.29 | 102.97 | 137.25 | 94.55 | 78.90 | 106.52 | 116.45 | 103.06 |
| Draw Down(%) | NA | 0.00 | 75.00 | 75.00 | 75.00 | NA | NA | … | … | 0.00 | 0.00 | 66.67 | 10.45 | 27.58 | 16.39 | 8.28 | 16.28 | 15.79 | 10.74 | 85.77 | 28.09 | 34.70 | 28.57 | 28.44 | 45.15 | 41.75 | 79.24 | 87.56 | 27.08 | 48.17 | 31.15 | 37.50 | 56.80 | 91.65 | 59.47 | 42.31 | 48.65 | 65.22 | 37.50 | 29.17 | 50.00 |
| 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 | 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 07/16/2024, Common starting date is 05/20/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGZ (Spectrum Group International Inc) |
-62.54%
Jan 2006 – Jan 2009 |
-39.60%
Jan 2006 – Jan 2011 |
-21.99%
Jan 2000 – Jan 2010 |
-13.52%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGZ (Spectrum Group International Inc) |
220.83%
May 2021 – May 2024 |
101.02%
Apr 2019 – Apr 2024 |
47.11%
Oct 2013 – Oct 2023 |
31.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart