Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SURJF (Surge Battery Metals Inc) | NA | 130.26% | -1.05% | -10.59% | NA | NA | NA | … | … |
Data as of 06/01/2020, Common starting date is 04/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SURJF (Surge Battery Metals Inc) | 04/01/2013 | 06/01/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 130.26 | -1.05 | -10.59 | NA | NA | NA | … | … | 201.72 | -29.70 | -46.12 | -47.42 | 19.79 | -20.61 | 2.73 | -32.82 |
| Sharpe Ratio | NA | 0.29 | -0.01 | -0.05 | NA | NA | NA | … | … | 1.75 | -0.16 | -0.37 | -0.69 | 0.32 | -0.89 | 0.04 | -0.89 |
| Standard Deviation(%) | NA | 506.71 | 316.08 | 247.60 | NA | NA | NA | … | … | 771.07 | 195.04 | 126.95 | 69.42 | 60.93 | 23.08 | 77.42 | 45.69 |
| Draw Down(%) | NA | 96.15 | 98.69 | 98.69 | NA | NA | NA | … | … | 92.03 | 75.54 | 83.25 | 66.92 | 38.53 | 20.61 | 41.30 | 32.82 |
| 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 |
Data as of 06/01/2020, Common starting date is 04/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURJF (Surge Battery Metals Inc) |
-61.83%
Feb 2017 – Feb 2020 |
-43.91%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURJF (Surge Battery Metals Inc) |
14.47%
Mar 2014 – Mar 2017 |
3.99%
May 2013 – May 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart