Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUME (Summer Energy Holdings Inc) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 11/30/2021, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUME (Summer Energy Holdings Inc) | 08/14/2012 | 11/30/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | -36.60 | 28.52 | -46.00 | 76.93 | 8.69 | 100.00 | -68.29 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.38 | -0.28 | -0.16 | NA | NA | NA | … | … | -0.34 | -0.25 | 0.28 | -0.28 | 0.58 | 0.11 | 0.43 | -0.59 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 189.57 | 150.33 | 149.94 | NA | NA | NA | … | … | 196.87 | 144.75 | 98.34 | 171.08 | 132.99 | 75.90 | 233.38 | 116.63 | 173.68 | NA |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 53.07 | 44.58 | 73.00 | 54.10 | 39.13 | 70.15 | 84.00 | 74.82 | 0.00 |
| 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 |
Data as of 11/30/2021, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUME (Summer Energy Holdings Inc) |
-41.42%
Aug 2018 – Aug 2021 |
-26.38%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUME (Summer Energy Holdings Inc) |
84.20%
Aug 2014 – Aug 2017 |
37.97%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
