Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRW (Saba Capital Income & Opportunities Fund) | 0.83% | -3.46% | 8.76% | 6.34% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRW (Saba Capital Income & Opportunities Fund) | 12/09/2020 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | -3.46 | 8.76 | 6.34 | NA | NA | NA | … | … | 0.83 | 5.05 | 12.16 | 18.49 | -4.88 | 6.54 | -0.45 |
| Sharpe Ratio | NA | -0.33 | 0.46 | 0.32 | NA | NA | NA | … | … | 0.17 | 0.14 | 0.81 | 1.13 | -0.44 | 0.79 | -1.24 |
| Standard Deviation(%) | NA | 13.17 | 12.76 | 12.88 | NA | NA | NA | … | … | 11.18 | 16.02 | 10.52 | 13.29 | 14.32 | 8.26 | 5.87 |
| Draw Down(%) | NA | 18.40 | 18.40 | 18.40 | NA | NA | NA | … | … | 7.31 | 13.33 | 6.29 | 7.37 | 10.93 | 5.13 | 0.89 |
| Yield(%) | 1.27 | 13.02 | 13.48 | 20.38 | 10.69 | 7.13 | 5.34 | … | … | 7.25 | 12.98 | 12.01 | 15.84 | 18.64 | 5.38 | 0.32 |
Data as of 06/12/2026, Common starting date is 12/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRW (Saba Capital Income & Opportunities Fund) |
3.31%
Jun 2021 – Jun 2024 |
7.50%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRW (Saba Capital Income & Opportunities Fund) |
15.00%
Jun 2022 – Jun 2025 |
7.50%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart