Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SUIG (SUI Group Holdings Limited) NA -28.76% -17.36% -31.99% 0.06% NA NA
Data as of 06/12/2026, Common starting date is 03/16/2016
More Performance Analytics Comparison
Name Start Date End Date
SUIG (SUI Group Holdings Limited) 03/16/2016 06/12/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -28.76 -17.36 -31.99 0.06 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/12/2026, Common starting date is 03/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUIG (SUI Group Holdings Limited) -43.79%
Apr 2021 – Apr 2024
-37.76%
Mar 2021 – Mar 2026
0.98%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUIG (SUI Group Holdings Limited) 151.98%
Oct 2018 – Oct 2021
64.37%
Nov 2016 – Nov 2021
1.70%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return