Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDIIF (SDI Group plc) | NA | 43.33% | -13.01% | 7.06% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDIIF (SDI Group plc) | 06/18/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 43.33 | -13.01 | 7.06 | NA | NA | NA | … | … | 81.69 | -31.73 | -44.39 | -21.76 | 160.53 | 43.49 | 0.00 |
| Sharpe Ratio | NA | 0.52 | -0.24 | 0.07 | NA | NA | NA | … | … | 1.44 | -0.70 | -0.66 | -0.94 | 1.64 | 1.19 | 0.00 |
| Standard Deviation(%) | NA | 77.75 | 68.04 | 69.26 | NA | NA | NA | … | … | 85.26 | 55.19 | 73.60 | 24.59 | 98.02 | 36.04 | NA |
| Draw Down(%) | NA | 26.67 | 75.58 | 77.26 | NA | NA | NA | … | … | 13.16 | 39.42 | 63.18 | 22.59 | 15.16 | 0.00 | 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 |
Data as of 09/26/2025, Common starting date is 06/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDIIF (SDI Group plc) |
-33.28%
Dec 2021 – Dec 2024 |
-6.37%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDIIF (SDI Group plc) |
50.98%
Jul 2019 – Jul 2022 |
7.08%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart