Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRI (Stoneridge, Inc.) | 27.98% | 36.72% | -24.36% | -25.19% | -7.59% | -4.17% | -0.39% | … | … |
Data as of 06/04/2026, Common starting date is 10/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRI (Stoneridge, Inc.) | 10/10/1997 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.24 | 36.72 | -24.36 | -25.19 | -7.59 | -4.17 | -0.39 | … | … | 27.98 | -9.25 | -68.27 | -9.23 | 9.22 | -34.70 | 3.10 | 18.95 | 7.83 | 29.23 | 19.53 | 15.09 | 0.86 | 149.02 | -39.26 | -46.61 | 75.25 | 97.59 | -43.28 | -1.83 | 23.72 | -56.25 | 0.53 | 26.47 | 30.77 | 34.81 | -56.28 | -32.14 | 42.19 | -20.00 |
| Sharpe Ratio | NA | 0.78 | -0.44 | -0.48 | -0.19 | NA | NA | … | … | 1.13 | -0.17 | -1.40 | -0.32 | 0.15 | -0.85 | 0.04 | -0.15 | -0.34 | 0.30 | -0.34 | -0.10 | -0.47 | 3.46 | -1.25 | -1.02 | 0.90 | 0.63 | -0.52 | -0.40 | 0.03 | -1.49 | -0.55 | 0.15 | 0.16 | 0.23 | -1.85 | -0.16 | 2.10 | -2.37 |
| Standard Deviation(%) | NA | 65.81 | 60.75 | 56.09 | 50.24 | NA | NA | … | … | 74.56 | 71.53 | 53.53 | 42.45 | 53.33 | 40.87 | 64.43 | 28.05 | 39.90 | 33.55 | 42.63 | 36.11 | 37.42 | 37.75 | 46.40 | 63.85 | 63.03 | 125.09 | 119.52 | 60.09 | 43.26 | 51.91 | 34.89 | 47.30 | 67.01 | 61.35 | 67.53 | 43.56 | 35.94 | 58.16 |
| Draw Down(%) | NA | 48.53 | 85.25 | 88.98 | 90.29 | NA | NA | … | … | 48.53 | 42.42 | 70.92 | 42.30 | 34.34 | 49.85 | 54.06 | 18.99 | 39.70 | 28.56 | 28.24 | 21.36 | 31.03 | 19.87 | 57.10 | 71.83 | 40.83 | 68.28 | 87.30 | 41.86 | 32.15 | 60.01 | 25.81 | 39.29 | 62.38 | 48.28 | 60.32 | 47.25 | 39.13 | 28.97 |
| 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 | 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 10/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRI (Stoneridge, Inc.) |
-41.93%
Apr 2022 – Apr 2025 |
-34.55%
Feb 2004 – Feb 2009 |
-20.00%
Jan 1999 – Jan 2009 |
-7.83%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRI (Stoneridge, Inc.) |
74.50%
Feb 2009 – Feb 2012 |
43.33%
Feb 2009 – Feb 2014 |
32.15%
Feb 2009 – Feb 2019 |
16.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart