Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFGV | 9.93% | 21.89% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/18/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFGV | 01/18/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 21.89 | NA | NA | NA | NA | NA | … | … | 9.93 | 18.84 | 10.70 |
| Sharpe Ratio | NA | 1.88 | NA | NA | NA | NA | NA | … | … | 1.80 | 1.06 | 0.69 |
| Standard Deviation(%) | NA | 11.70 | NA | NA | NA | NA | NA | … | … | 13.02 | 15.13 | 11.17 |
| Draw Down(%) | NA | 8.35 | NA | NA | NA | NA | NA | … | … | 8.35 | 13.54 | 6.36 |
| Yield(%) | 0.00 | 2.71 | 1.98 | 1.19 | 0.59 | 0.40 | 0.30 | … | … | 0.29 | 2.92 | 2.41 |
Data as of 06/10/2026, Common starting date is 01/18/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFGV (SFGV) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFGV (SFGV) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart