Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRI (STR Holdings Inc) | NA | -37.50% | -5.90% | -29.15% | -32.95% | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 11/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRI (STR Holdings Inc) | 11/09/2009 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.50 | -5.90 | -29.15 | -32.95 | NA | NA | … | … | -16.67 | 20.00 | -68.75 | 14.29 | -53.33 | 30.43 | 53.33 | -59.46 | -77.57 | -12.74 | -37.70 | -69.38 | -58.85 | 27.31 | 35.43 |
| Sharpe Ratio | NA | -0.40 | -0.04 | -0.17 | -0.23 | NA | NA | … | … | -0.24 | 0.29 | -0.23 | 0.06 | -0.44 | 0.26 | 0.44 | -0.47 | -0.74 | -0.28 | -0.51 | -0.97 | -0.93 | 0.46 | 14.07 |
| Standard Deviation(%) | NA | 104.01 | 201.35 | 182.83 | 149.74 | NA | NA | … | … | 105.74 | 64.97 | 298.03 | 221.67 | 125.61 | 111.53 | 120.18 | 128.21 | 105.23 | 45.15 | 73.44 | 71.61 | 63.44 | 59.76 | 52.27 |
| Draw Down(%) | NA | 62.50 | 95.45 | 97.44 | 99.69 | NA | NA | … | … | 57.14 | 58.33 | 95.45 | 82.61 | 82.05 | 57.58 | 45.83 | 70.00 | 79.66 | 35.91 | 59.74 | 82.92 | 62.65 | 35.15 | 10.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.76 | 0.49 | 0.37 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 60.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/16/2023, Common starting date is 11/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRI (STR Holdings Inc) |
-67.82%
Oct 2018 – Oct 2021 |
-59.80%
May 2011 – May 2016 |
-50.03%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRI (STR Holdings Inc) |
8.51%
Jan 2017 – Jan 2020 |
-8.25%
May 2016 – May 2021 |
-29.37%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart