Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRTMX (SERIES M SERIES M) | 0.44% | 4.22% | 2.70% | 0.61% | 1.92% | 3.08% | 2.40% | … | … |
Data as of 06/04/2026, Common starting date is 03/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRTMX (SERIES M SERIES M) | 03/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 4.22 | 2.70 | 0.61 | 1.92 | 3.08 | 2.40 | … | … | 0.44 | 3.09 | 1.23 | 5.00 | -6.75 | 0.96 | 5.71 | 6.92 | 1.12 | 4.52 | 0.68 | 4.61 | 7.40 | -1.06 | 6.65 | 11.38 | -1.02 | 6.67 | -7.98 | -0.58 | 1.27 | -0.39 |
| Sharpe Ratio | NA | 0.66 | -0.14 | -0.70 | 0.08 | NA | NA | … | … | -0.71 | 0.07 | -0.98 | 0.47 | -2.46 | 0.61 | 0.66 | 2.80 | -0.16 | 1.84 | 0.17 | 2.34 | 3.44 | -0.36 | 2.41 | 4.35 | -0.39 | 1.76 | -0.44 | -1.47 | -1.10 | -1.16 |
| Standard Deviation(%) | NA | 1.91 | 2.68 | 2.74 | 3.52 | NA | NA | … | … | 2.63 | 2.85 | 2.45 | 2.89 | 3.33 | 1.55 | 8.22 | 1.94 | 1.59 | 2.11 | 2.76 | 1.96 | 2.14 | 3.05 | 2.76 | 2.61 | 2.82 | 3.74 | 20.42 | 2.55 | 1.95 | 2.44 |
| Draw Down(%) | NA | 2.79 | 3.76 | 10.33 | 11.64 | NA | NA | … | … | 2.79 | 3.26 | 1.94 | 4.42 | 9.95 | 2.13 | 11.64 | 1.78 | 2.03 | 1.85 | 5.56 | 2.59 | 1.90 | 5.62 | 2.58 | 2.47 | 5.03 | 4.30 | 15.87 | 3.27 | 2.04 | 2.60 |
| Yield(%) | 0.00 | 2.67 | 2.76 | 2.33 | 2.49 | 2.91 | 2.30 | … | … | 0.91 | 2.93 | 2.85 | 2.57 | 1.66 | 2.22 | 3.55 | 2.35 | 2.41 | 2.57 | 2.68 | 2.88 | 2.97 | 2.41 | 3.09 | 3.65 | 1.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRTMX (SERIES M SERIES M) |
-2.73%
Nov 2005 – Nov 2008 |
-0.58%
Jan 2006 – Jan 2011 |
1.92%
May 2016 – May 2026 |
2.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRTMX (SERIES M SERIES M) |
6.51%
Aug 2013 – Aug 2016 |
6.15%
Jan 2011 – Jan 2016 |
4.85%
Jan 2011 – Jan 2021 |
3.47%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart