Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SSHC (SOUTHSHORE COMMUNITY BANK) NA 0.00% 636.81% 151.19% 34.93% -30.77% NA
Data as of 09/27/2022, Common starting date is 11/10/2005
More Performance Analytics Comparison
Name Start Date End Date
SSHC (SOUTHSHORE COMMUNITY BANK) 11/10/2005 09/27/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.00 0.00 636.81 151.19 34.93 -30.77 NA 14.29 -15.79 -74.32 184,900.00 -75.00 -97.65 3,300.00 -90.00 0.00 150.00 -60.78 -98.04 -76.36 -68.57 -57.58 -23.96 3.33 5.00
Sharpe Ratio NA -0.04 1.85 0.55 0.12 NA NA 1.22 -0.49 -0.71 316.15 -0.55 -0.26 9.22 -0.48 0.00 0.46 -0.07 -0.14 -0.11 -0.17 -1.26 -0.61 0.01 4.87
Standard Deviation(%) NA 18.92 344.53 274.08 279.52 NA NA 15.58 39.56 105.12 584.84 138.91 375.70 352.64 186.12 NA 324.56 831.22 708.29 717.98 408.61 46.23 44.48 9.87 8.40
Draw Down(%) NA 12.50 96.50 96.50 99.44 NA NA 0.00 30.00 81.08 89.00 75.00 97.65 0.00 90.00 0.00 88.89 99.56 99.23 79.20 92.00 57.58 34.35 5.00 0.00
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
Data as of 09/27/2022, Common starting date is 11/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSHC (SOUTHSHORE COMMUNITY BANK) -93.56%
Feb 2009 – Feb 2012
-82.18%
Nov 2007 – Nov 2012
-68.53%
Jun 2008 – Jun 2018
-31.84%
Nov 2006 – Nov 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSHC (SOUTHSHORE COMMUNITY BANK) 680.25%
Apr 2018 – Apr 2021
151.19%
Apr 2017 – Apr 2022
34.93%
Mar 2012 – Mar 2022
-30.98%
Sep 2006 – Sep 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return