Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFMX (Sarofim Equity Fund) | -0.03% | 6.31% | 11.51% | 7.10% | 12.53% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFMX (Sarofim Equity Fund) | 01/22/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.39 | 6.31 | 11.51 | 7.10 | 12.53 | NA | NA | … | … | -0.03 | 11.36 | 13.48 | 21.41 | -19.20 | 27.72 | 24.35 | 35.57 | -6.91 | 25.93 | 7.56 | -3.43 | 10.01 |
| Sharpe Ratio | NA | 0.56 | 0.64 | 0.30 | 0.61 | NA | NA | … | … | 0.10 | 0.48 | 0.85 | 1.47 | -0.84 | 1.96 | 0.70 | 2.61 | -0.48 | 3.80 | 0.57 | -0.23 | 1.02 |
| Standard Deviation(%) | NA | 12.23 | 14.13 | 16.68 | 18.05 | NA | NA | … | … | 14.45 | 17.72 | 11.59 | 12.20 | 24.73 | 14.15 | 34.30 | 13.05 | 17.20 | 6.68 | 12.78 | 15.00 | 10.38 |
| Draw Down(%) | NA | 12.05 | 17.09 | 27.63 | 32.46 | NA | NA | … | … | 12.05 | 16.85 | 7.19 | 8.63 | 27.08 | 6.74 | 32.46 | 6.81 | 18.20 | 1.72 | 8.25 | 14.09 | 7.28 |
| Yield(%) | 0.00 | 25.75 | 18.02 | 12.44 | 14.49 | 10.20 | 7.65 | … | … | 0.20 | 26.90 | 18.00 | 12.19 | 6.53 | 9.98 | 8.40 | 6.43 | 6.38 | 6.42 | 1.81 | 7.96 | 3.38 |
Data as of 06/10/2026, Common starting date is 01/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFMX (Sarofim Equity Fund) |
3.64%
Dec 2021 – Dec 2024 |
6.73%
Mar 2015 – Mar 2020 |
10.72%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFMX (Sarofim Equity Fund) |
29.13%
Dec 2018 – Dec 2021 |
20.41%
Oct 2016 – Oct 2021 |
13.41%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart