Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SXC (SunCoke Energy, Inc.) | 30.01% | 19.19% | 13.38% | 8.96% | 6.62% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/21/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SXC (SunCoke Energy, Inc.) | 07/21/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 19.19 | 13.38 | 8.96 | 6.62 | NA | NA | … | … | 30.01 | -28.61 | 3.95 | 29.77 | 35.86 | 57.01 | -25.85 | -26.23 | -28.69 | 5.73 | 226.80 | -80.99 | -14.99 | 46.31 | 39.20 | -34.12 |
| Sharpe Ratio | NA | 0.31 | 0.26 | 0.15 | 0.12 | NA | NA | … | … | 1.79 | -0.83 | 0.01 | 0.78 | 0.81 | 1.01 | -0.27 | -0.55 | -0.75 | 0.11 | 2.72 | -1.27 | -0.54 | 1.92 | 1.11 | -0.96 |
| Standard Deviation(%) | NA | 43.58 | 39.26 | 40.26 | 52.77 | NA | NA | … | … | 46.94 | 38.02 | 39.16 | 33.95 | 42.65 | 56.35 | 96.93 | 49.97 | 40.22 | 47.72 | 83.33 | 63.77 | 27.77 | 24.05 | 35.44 | 63.08 |
| Draw Down(%) | NA | 32.60 | 51.99 | 51.99 | 81.34 | NA | NA | … | … | 32.04 | 37.64 | 33.17 | 33.42 | 39.55 | 23.33 | 59.35 | 57.92 | 45.12 | 32.68 | 41.95 | 84.17 | 26.39 | 21.52 | 15.40 | 44.70 |
| Yield(%) | 0.00 | 5.91 | 6.24 | 5.17 | 3.56 | 1.11 | 0.83 | … | … | 3.27 | 4.54 | 4.09 | 4.26 | 4.11 | 5.17 | 3.88 | 0.68 | 0.00 | 0.00 | 0.00 | 2.25 | 0.26 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXC (SunCoke Energy, Inc.) |
-38.17%
Dec 2012 – Dec 2015 |
-27.96%
Apr 2015 – Apr 2020 |
-7.92%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXC (SunCoke Energy, Inc.) |
49.40%
Sep 2020 – Sep 2023 |
29.16%
Jun 2020 – Jun 2025 |
10.74%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart