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
STJO (St. Joseph Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 05/24/2021, Common starting date is 11/11/2005
More Performance Analytics Comparison
Name Start Date End Date
STJO (St. Joseph Inc) 11/11/2005 05/24/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 0.00 -66.67 50.00 -66.67 -64.71 -69.09 12.24 -59.17 110.53 3.64 -25.68 640.00 -71.43 -61.11 -70.00 39.53
Sharpe Ratio NA NA NA NA NA NA NA NA 0.00 -0.29 0.10 -0.68 -0.90 -0.41 0.08 -0.30 0.79 0.03 -0.24 3.25 -0.35 -0.45 -0.92 21.71
Standard Deviation(%) NA NA NA NA NA NA NA NA 194.26 235.84 476.02 98.96 72.12 168.08 158.03 198.05 141.64 132.34 108.25 196.97 208.84 143.69 80.14 53.92
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 66.67 75.00 86.67 71.43 80.00 76.36 72.73 70.00 52.70 56.45 45.95 58.82 81.82 83.87 71.67 6.67
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
Data as of 05/24/2021, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STJO (St. Joseph Inc) -67.82%
Dec 2005 – Dec 2008
-57.60%
Jul 2013 – Jul 2018
-35.79%
Apr 2010 – Apr 2020
-31.63%
Dec 2005 – Dec 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STJO (St. Joseph Inc) 118.98%
Aug 2008 – Aug 2011
46.80%
Nov 2008 – Nov 2013
-9.62%
Apr 2009 – Apr 2019
-24.09%
Mar 2006 – Mar 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return