Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPHXF (SM Prime Holdings Inc) | NA | -27.46% | 30.78% | 46.23% | 55.23% | NA | NA | … | … |
Data as of 05/13/2025, Common starting date is 04/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPHXF (SM Prime Holdings Inc) | 04/21/2014 | 05/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | -27.46 | 30.78 | 46.23 | 55.23 | NA | NA | … | … | -8.70 | 91.78 | 90.55 | 7.89 | 16.60 | 19.55 | 97.64 | -14.29 | 140.63 | 241.18 | 185.71 | 180.00 |
| Sharpe Ratio | NA | -1.25 | 0.36 | 0.54 | 0.75 | NA | NA | … | … | -1.16 | 0.92 | 1.32 | 0.08 | 0.17 | 0.34 | 1.46 | -0.98 | 2.11 | 2.59 | 2.01 | 3.00 |
| Standard Deviation(%) | NA | 28.14 | 70.52 | 79.83 | 71.40 | NA | NA | … | … | 21.71 | 92.53 | 66.17 | 85.96 | 97.45 | 56.66 | 65.70 | 16.02 | 66.65 | 93.15 | 92.54 | 111.14 |
| Draw Down(%) | NA | 32.20 | 34.21 | 46.28 | 46.28 | NA | NA | … | … | 13.04 | 22.03 | 18.42 | 39.24 | 43.09 | 29.41 | 10.53 | 19.67 | 13.89 | 0.00 | 0.00 | 1.41 |
| Yield(%) | 0.00 | 0.00 | 25.89 | 37.10 | 52.13 | 47.08 | 35.31 | … | … | 1.70 | 59.66 | 48.84 | 18.87 | 16.10 | 27.75 | 55.38 | 1.30 | 44.83 | 57.50 | 60.00 | 60.32 |
Data as of 05/13/2025, Common starting date is 04/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPHXF (SM Prime Holdings Inc) |
14.57%
Oct 2019 – Oct 2022 |
20.56%
Dec 2017 – Dec 2022 |
69.81%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPHXF (SM Prime Holdings Inc) |
186.25%
Dec 2014 – Dec 2017 |
117.52%
May 2014 – May 2019 |
77.54%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart