Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVXAX (Smead Funds Trust – International Value Fund) | 25.13% | 47.75% | 25.41% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/19/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVXAX (Smead Funds Trust – International Value Fund) | 01/19/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 47.75 | 25.41 | NA | NA | NA | NA | … | … | 25.13 | 38.84 | 4.52 | 15.08 | -4.96 |
| Sharpe Ratio | NA | 3.18 | 1.29 | NA | NA | NA | NA | … | … | 3.70 | 1.92 | 0.06 | 0.57 | -0.21 |
| Standard Deviation(%) | NA | 13.59 | 17.13 | NA | NA | NA | NA | … | … | 15.44 | 18.80 | 15.45 | 20.12 | 32.13 |
| Draw Down(%) | NA | 4.08 | 19.83 | NA | NA | NA | NA | … | … | 4.08 | 18.33 | 14.16 | 12.81 | 27.08 |
| Yield(%) | 0.00 | 1.85 | 2.37 | 1.65 | 0.82 | 0.55 | 0.41 | … | … | 0.00 | 2.18 | 2.54 | 2.17 | 1.17 |
Data as of 06/11/2026, Common starting date is 01/19/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVXAX (Smead Funds Trust – International Value Fund) |
6.30%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| SVXAX (Smead Funds Trust – International Value Fund) |
26.94%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart