Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPXSF (Spirax-Sarco Engineering plc) | NA | 4.13% | -5.46% | -7.38% | 9.46% | NA | NA | … | … |
Data as of 10/16/2025, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPXSF (Spirax-Sarco Engineering plc) | 04/25/2011 | 10/16/2025 |
| 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.13 | -5.46 | -7.38 | 9.46 | NA | NA | … | … | 12.84 | -35.11 | 4.62 | -37.45 | 33.16 | 33.93 | 54.81 | 1.32 | 44.43 | 12.07 | 18.05 | -7.44 | 35.61 | 27.62 | -13.83 |
| Sharpe Ratio | NA | 0.03 | -0.29 | -0.29 | 0.26 | NA | NA | … | … | 0.37 | -1.46 | 0.01 | -0.87 | 1.16 | 0.88 | 1.64 | 0.00 | 2.44 | 0.45 | 0.84 | -0.27 | 1.95 | 0.82 | -0.88 |
| Standard Deviation(%) | NA | 35.81 | 30.78 | 33.20 | 31.04 | NA | NA | … | … | 36.88 | 28.51 | 26.89 | 44.77 | 28.62 | 38.10 | 32.49 | 23.06 | 18.01 | 26.44 | 21.46 | 27.87 | 18.20 | 33.81 | 22.10 |
| Draw Down(%) | NA | 30.18 | 52.62 | 68.73 | 68.73 | NA | NA | … | … | 30.18 | 38.29 | 31.80 | 49.48 | 11.39 | 25.55 | 20.16 | 22.68 | 4.71 | 15.48 | 21.78 | 18.26 | 6.84 | 23.07 | 16.87 |
| Yield(%) | 0.00 | 0.00 | 0.96 | 0.93 | 2.69 | 3.59 | 2.70 | … | … | 0.00 | 1.09 | 1.49 | 0.81 | 1.09 | 1.18 | 1.70 | 0.00 | 1.93 | 2.04 | 7.12 | 2.22 | 6.38 | 0.88 | 0.00 |
Data as of 10/16/2025, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXSF (Spirax-Sarco Engineering plc) |
-25.94%
Nov 2021 – Nov 2024 |
-8.51%
Jul 2020 – Jul 2025 |
5.25%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXSF (Spirax-Sarco Engineering plc) |
41.50%
Nov 2018 – Nov 2021 |
33.62%
Nov 2016 – Nov 2021 |
24.77%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart