Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUGR (Sugar Creek Financial Corp) | NA | 69,846.34% | 866.81% | 275.37% | 112.70% | 60.28% | NA | … | … |
Data as of 02/14/2023, Common starting date is 04/12/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUGR (Sugar Creek Financial Corp) | 04/12/2007 | 02/14/2023 |
| 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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 58,435.16 | 69,846.34 | 866.81 | 275.37 | 112.70 | 60.28 | NA | … | … | 24.72 | -1.48 | 50.43 | -9.13 | 2.97 | -22.61 | -0.53 | 8.43 | 27.37 | 1.85 | 77.27 | 19.57 | -20.83 | -18.17 | -16.47 | 0.00 | -19.43 |
| Sharpe Ratio | NA | 0.74 | 0.38 | 0.13 | 0.35 | NA | NA | … | … | 8.06 | -0.29 | 2.55 | -0.16 | 0.10 | -1.35 | -0.05 | 0.40 | 1.60 | 0.10 | 1.24 | 1.55 | -0.72 | -1.08 | -0.62 | -0.02 | -1.37 |
| Standard Deviation(%) | NA | 24.88 | 40.46 | 33.13 | 33.02 | NA | NA | … | … | 66.57 | 9.74 | 30.72 | 60.14 | 15.72 | 17.76 | 23.47 | 20.62 | 17.06 | 18.70 | 62.11 | 12.69 | 28.98 | 16.94 | 26.84 | 38.43 | 20.99 |
| Draw Down(%) | NA | 9.03 | 38.60 | 50.19 | 55.85 | NA | NA | … | … | 5.36 | 9.03 | 7.76 | 39.45 | 7.34 | 26.01 | 21.40 | 9.08 | 7.34 | 11.79 | 10.77 | 0.00 | 23.33 | 19.72 | 16.47 | 23.27 | 20.93 |
| Yield(%) | 104.47 | 124.84 | 53.76 | 26.60 | 33.27 | 13.55 | 8.77 | … | … | 259.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.28 | 0.00 | 1.82 | 0.00 | 1.72 | 0.00 | 1.18 | 0.00 | 0.00 |
Data as of 02/14/2023, Common starting date is 04/12/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUGR (Sugar Creek Financial Corp) |
-20.30%
Oct 2008 – Oct 2011 |
-13.49%
May 2007 – May 2012 |
2.02%
Nov 2008 – Nov 2018 |
2.43%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUGR (Sugar Creek Financial Corp) |
33.34%
Oct 2013 – Oct 2016 |
26.78%
Jan 2012 – Jan 2017 |
12.93%
Jan 2013 – Jan 2023 |
5.10%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart