Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRIWX | NA | 0.63% | NA | NA | NA | NA | NA | … | … |
Data as of 03/13/2019, Common starting date is 08/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRIWX | 08/08/2017 | 03/13/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.63 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.94 | 46.73 |
| Sharpe Ratio | NA | -0.10 | NA | NA | NA | NA | NA | … | … | 0.00 | -0.04 | 2.57 |
| Standard Deviation(%) | NA | 8.06 | NA | NA | NA | NA | NA | … | … | NA | 10.70 | 63.10 |
| Draw Down(%) | NA | 7.95 | NA | NA | NA | NA | NA | … | … | 0.00 | 12.81 | 5.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 03/13/2019, Common starting date is 08/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIWX (SRIWX) |
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 |
|---|---|---|---|---|
| SRIWX (SRIWX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart