Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRCU (Spire Inc) | NA | -4.58% | 0.06% | NA | NA | NA | NA | … | … |
Data as of 03/05/2024, Common starting date is 02/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRCU (Spire Inc) | 02/11/2021 | 03/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.58 | 0.06 | NA | NA | NA | NA | … | … | -7.92 | 2.69 | 8.52 | 4.66 |
| Sharpe Ratio | NA | -0.39 | -0.08 | NA | NA | NA | NA | … | … | -2.05 | -0.07 | 0.23 | 0.22 |
| Standard Deviation(%) | NA | 24.31 | 26.28 | NA | NA | NA | NA | … | … | 20.16 | 24.10 | 30.89 | 23.87 |
| Draw Down(%) | NA | 12.30 | 15.23 | NA | NA | NA | NA | … | … | 9.46 | 15.02 | 15.07 | 13.67 |
| Yield(%) | 0.00 | 7.65 | 6.96 | 4.47 | 2.24 | 1.49 | 1.12 | … | … | 1.94 | 7.44 | 7.50 | 5.66 |
Data as of 03/05/2024, Common starting date is 02/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRCU (Spire Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRCU (Spire Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart