Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPRS (Surge Components Inc) | 4.12% | 66.98% | 1.25% | 5.96% | 16.79% | 10.42% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPRS (Surge Components Inc) | 03/29/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 66.98 | 1.25 | 5.96 | 16.79 | 10.42 | NA | … | … | 4.12 | 39.13 | -19.30 | -3.39 | -18.06 | 62.16 | -7.50 | 280.95 | -35.71 | -25.76 | 80.82 | -17.98 | 11.25 | 105.13 | -49.35 | -9.41 | 325.00 |
| Sharpe Ratio | NA | 1.29 | -0.03 | 0.06 | 0.22 | NA | NA | … | … | 0.22 | 0.89 | -0.52 | -0.14 | -0.51 | 0.86 | -0.08 | 3.00 | -0.51 | -0.28 | 1.13 | -0.34 | 0.22 | 1.75 | -0.31 | -0.14 | 2.74 |
| Standard Deviation(%) | NA | 46.61 | 48.67 | 50.65 | 70.95 | NA | NA | … | … | 50.26 | 41.60 | 50.15 | 55.80 | 38.42 | 72.62 | 98.23 | 93.13 | 72.02 | 93.91 | 70.79 | 52.60 | 50.11 | 60.18 | 160.24 | 68.36 | 204.62 |
| Draw Down(%) | NA | 14.18 | 42.03 | 49.37 | 67.46 | NA | NA | … | … | 12.65 | 16.67 | 35.26 | 41.64 | 25.32 | 28.53 | 58.49 | 36.39 | 54.81 | 61.87 | 27.78 | 26.04 | 21.98 | 24.32 | 69.14 | 43.48 | 71.74 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPRS (Surge Components Inc) |
-16.83%
Apr 2022 – Apr 2025 |
-7.20%
Sep 2019 – Sep 2024 |
8.11%
Oct 2010 – Oct 2020 |
7.77%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPRS (Surge Components Inc) |
78.78%
Dec 2018 – Dec 2021 |
40.45%
Sep 2017 – Sep 2022 |
24.40%
Oct 2012 – Oct 2022 |
17.37%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison Chart