Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBYD (Seatrium Limited) | NA | -48.38% | -13.30% | -44.67% | -32.77% | NA | NA | … | … |
Data as of 07/18/2024, Common starting date is 09/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBYD (Seatrium Limited) | 09/12/2011 | 07/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -48.38 | -13.30 | -44.67 | -32.77 | NA | NA | … | … | -34.53 | -16.57 | 58.18 | -30.24 | -89.07 | -18.32 | -20.41 | 41.29 | -19.12 | -48.98 | -29.19 | -8.38 | 49.75 | -14.00 |
| Sharpe Ratio | NA | -0.09 | -0.05 | -0.17 | -0.18 | NA | NA | … | … | -0.08 | -0.35 | 0.92 | -0.49 | -0.55 | -1.19 | -0.51 | 1.58 | -0.49 | -1.08 | -1.28 | -0.49 | 0.97 | -0.84 |
| Standard Deviation(%) | NA | 565.86 | 329.54 | 266.56 | 190.18 | NA | NA | … | … | 766.37 | 59.15 | 62.28 | 61.32 | 161.26 | 16.59 | 42.54 | 25.93 | 39.22 | 45.42 | 22.79 | 17.21 | 51.58 | 46.32 |
| Draw Down(%) | NA | 99.67 | 99.67 | 99.67 | 99.81 | NA | NA | … | … | 99.67 | 37.01 | 33.83 | 57.46 | 89.64 | 21.28 | 44.92 | 4.06 | 28.32 | 48.98 | 34.79 | 17.47 | 24.01 | 27.78 |
| Yield(%) | 0.00 | 0.00 | 0.88 | 0.41 | 0.10 | 0.10 | 0.07 | … | … | 0.00 | 0.00 | 0.00 | 2.45 | 2.34 | 0.00 | 0.03 | 0.07 | 0.10 | 0.18 | 0.08 | 0.07 | 0.29 | 0.00 |
Data as of 07/18/2024, Common starting date is 09/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBYD (Seatrium Limited) |
-63.01%
Oct 2018 – Oct 2021 |
-47.28%
Mar 2018 – Mar 2023 |
-33.66%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBYD (Seatrium Limited) |
7.04%
Aug 2016 – Aug 2019 |
-10.05%
Mar 2013 – Mar 2018 |
-28.10%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart