Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPLP-PA (Steel Partners Holdings L.P) NA 3.14% 5.47% 14.14% NA NA NA
Data as of 05/01/2025, Common starting date is 02/16/2017
More Performance Analytics Comparison
Name Start Date End Date
SPLP-PA (Steel Partners Holdings L.P) 02/16/2017 05/01/2025
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
Annualized Return (%) -4.59 3.14 5.47 14.14 NA NA NA -3.48 12.70 6.45 0.27 31.96 -7.90 17.86 7.63 -1.72
Sharpe Ratio NA -0.43 0.12 1.06 NA NA NA -1.17 1.12 0.29 -0.13 2.74 -0.37 1.49 0.46 -0.22
Standard Deviation(%) NA 7.42 7.59 10.90 NA NA NA 11.23 5.45 7.50 8.50 11.63 21.79 11.08 13.82 11.94
Draw Down(%) NA 6.11 6.11 9.71 NA NA NA 6.11 1.98 4.03 4.45 5.75 31.93 4.75 11.87 7.62
Yield(%) 0.00 6.31 6.30 8.98 5.35 3.57 2.68 1.54 6.53 6.53 6.20 7.56 6.43 7.05 7.24 5.65
Data as of 05/01/2025, Common starting date is 02/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPLP-PA (Steel Partners Holdings L.P) -3.07%
May 2017 – May 2020
7.60%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPLP-PA (Steel Partners Holdings L.P) 20.77%
Jun 2020 – Jun 2023
14.99%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return