Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSPLX (SIRIUS S&P STRATEGIC LARGE-CAP ALLOCATION FUND SIRIUS S&P STRATEGIC LARGE-CAP ALLOCATION FUND) | NA | -0.84% | 2.30% | 0.19% | NA | NA | NA | … | … |
Data as of 12/09/2020, Common starting date is 09/24/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSPLX (SIRIUS S&P STRATEGIC LARGE-CAP ALLOCATION FUND SIRIUS S&P STRATEGIC LARGE-CAP ALLOCATION FUND) | 09/24/2014 | 12/09/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.84 | 2.30 | 0.19 | NA | NA | NA | … | … | -0.63 | 9.47 | -4.72 | -0.75 | -5.20 | 0.47 | 3.90 |
| Sharpe Ratio | NA | -0.64 | 0.12 | -0.06 | NA | NA | NA | … | … | -0.53 | 0.87 | -0.34 | -0.61 | -0.78 | 0.05 | 1.90 |
| Standard Deviation(%) | NA | 1.76 | 10.70 | 8.95 | NA | NA | NA | … | … | 1.72 | 9.26 | 18.01 | 2.28 | 6.91 | 8.57 | 8.00 |
| Draw Down(%) | NA | 2.19 | 18.40 | 18.40 | NA | NA | NA | … | … | 2.19 | 6.24 | 25.35 | 3.06 | 9.72 | 5.40 | 3.59 |
| Yield(%) | 0.00 | 0.00 | 1.46 | 2.00 | 1.04 | 0.69 | 0.52 | … | … | 0.00 | 0.00 | 4.38 | 0.00 | 0.00 | 6.13 | 0.00 |
Data as of 12/09/2020, Common starting date is 09/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSPLX (SIRIUS S&P STRATEGIC LARGE-CAP ALLOCATION FUND SIRIUS S&P STRATEGIC LARGE-CAP ALLOCATION FUND) |
-2.60%
Dec 2015 – Dec 2018 |
-0.45%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSPLX (SIRIUS S&P STRATEGIC LARGE-CAP ALLOCATION FUND SIRIUS S&P STRATEGIC LARGE-CAP ALLOCATION FUND) |
2.89%
Oct 2016 – Oct 2019 |
1.23%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart