Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMIX (STEINBERG SELECT FUND INSTITUTIONAL SHARES) | NA | -5.95% | 0.41% | -0.23% | NA | NA | NA | … | … |
Data as of 10/25/2019, Common starting date is 10/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMIX (STEINBERG SELECT FUND INSTITUTIONAL SHARES) | 10/03/2013 | 10/25/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.95 | 0.41 | -0.23 | NA | NA | NA | … | … | 5.57 | -17.84 | 15.17 | 8.55 | -11.54 | 4.15 | 6.16 |
| Sharpe Ratio | NA | -0.60 | -0.05 | -0.08 | NA | NA | NA | … | … | 0.89 | -1.08 | 1.69 | 0.48 | -0.69 | 0.31 | 2.46 |
| Standard Deviation(%) | NA | 12.42 | 12.17 | 14.45 | NA | NA | NA | … | … | 6.00 | 17.79 | 8.66 | 17.46 | 16.83 | 13.14 | 11.38 |
| Draw Down(%) | NA | 20.23 | 25.67 | 30.51 | NA | NA | NA | … | … | 3.28 | 25.67 | 4.64 | 12.96 | 22.48 | 14.25 | 3.55 |
| Yield(%) | 0.00 | 24.84 | 10.51 | 7.51 | 4.03 | 2.68 | 2.01 | … | … | 19.48 | 8.14 | 5.22 | 1.11 | 1.17 | 8.91 | 0.00 |
Data as of 10/25/2019, Common starting date is 10/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMIX (STEINBERG SELECT FUND INSTITUTIONAL SHARES) |
-1.51%
May 2015 – May 2018 |
-1.63%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMIX (STEINBERG SELECT FUND INSTITUTIONAL SHARES) |
6.81%
Sep 2015 – Sep 2018 |
2.20%
Nov 2013 – Nov 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart