Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWC (Stillwater Mining Company) | NA | 3.61% | 23.87% | 18.06% | 16.12% | NA | NA | 11.39% |
Data as of 03/08/2019, AR inception is 10/18/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWC (Stillwater Mining Company) | 10/18/2004 | 03/08/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -59.05 | 3.61 | 23.87 | 18.06 | 16.12 | NA | NA | 11.39 | -14.00 | 17.65 | 51.79 | 23.08 | 29.08 | -10.19 | 4.67 | 56.25 | -7.69 | 30.65 | 2.05 | -1.02 | 1.03 | 9.55 | 1.71 | -7.89 | 78.88 | -71.08 | -52.99 | 23.45 | 19.53 | 137.04 | -6.90 | -5.84 | 41.28 | 0.93 |
| Sharpe Ratio | NA | -0.20 | -0.02 | -0.08 | -0.13 | NA | NA | -0.16 | -0.32 | -0.11 | 1.14 | -0.31 | 0.17 | -1.91 | -0.41 | 0.76 | -0.49 | 0.15 | -0.13 | -0.33 | -0.29 | -0.16 | -0.39 | -1.99 | 0.82 | -1.38 | -1.46 | 0.00 | 0.35 | 2.45 | -0.22 | -0.19 | 0.91 | 1.78 |
| Standard Deviation(%) | NA | 121.37 | 73.40 | 64.19 | 60.76 | NA | NA | 62.03 | 276.13 | 36.27 | 28.78 | 35.42 | 60.45 | 15.02 | 33.96 | 50.17 | 52.69 | 80.59 | 127.06 | 64.17 | 73.42 | 79.88 | 49.47 | 29.43 | 72.61 | 65.84 | 51.30 | 66.55 | 47.22 | 54.67 | 46.75 | 47.69 | 41.11 | 19.89 |
| Draw Down(%) | NA | 60.37 | 60.37 | 60.37 | 60.37 | NA | NA | 60.37 | 60.37 | 34.36 | 15.82 | 20.61 | 46.32 | 13.38 | 19.68 | 26.11 | 25.98 | 36.07 | 36.00 | 26.34 | 23.08 | 29.74 | 18.00 | 13.16 | 59.54 | 76.70 | 63.30 | 47.74 | 40.89 | 42.92 | 37.00 | 45.30 | 47.60 | 2.75 |
| 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 | 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 03/08/2019, AR inception is 10/18/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWC (Stillwater Mining Company) |
-2.94%
Apr 2006 - Apr 2009 |
1.92%
Jan 2005 - Jan 2010 |
7.03%
Jan 2005 - Jan 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWC (Stillwater Mining Company) |
65.63%
Feb 2016 - Feb 2019 |
40.26%
Feb 2014 - Feb 2019 |
26.77%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart