Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAMG (Silvercrest Asset Management Group Inc.) | -27.18% | -23.56% | -14.25% | -3.47% | 3.22% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAMG (Silvercrest Asset Management Group Inc.) | 06/28/2013 | 06/09/2026 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.87 | -23.56 | -14.25 | -3.47 | 3.22 | NA | NA | … | … | -27.18 | -12.77 | 13.34 | -5.65 | 13.58 | 28.82 | 16.65 | -0.59 | -14.48 | 26.45 | 15.08 | -21.04 | -5.47 | 43.16 |
| Sharpe Ratio | NA | -0.84 | -0.55 | -0.19 | 0.05 | NA | NA | … | … | -1.77 | -0.57 | 0.29 | -0.27 | 0.32 | 0.82 | 0.21 | -0.06 | -0.53 | 0.70 | 0.48 | -0.67 | -0.18 | 2.48 |
| Standard Deviation(%) | NA | 27.43 | 31.04 | 33.17 | 40.28 | NA | NA | … | … | 29.57 | 27.91 | 33.32 | 34.67 | 37.67 | 34.92 | 78.22 | 36.56 | 30.33 | 37.12 | 30.81 | 31.55 | 29.66 | 41.34 |
| Draw Down(%) | NA | 31.92 | 43.26 | 43.26 | 54.73 | NA | NA | … | … | 28.76 | 27.40 | 18.84 | 29.71 | 27.05 | 16.65 | 42.88 | 21.73 | 30.30 | 16.07 | 15.33 | 32.20 | 26.46 | 15.02 |
| Yield(%) | 0.00 | 5.51 | 3.69 | 4.61 | 5.30 | 4.31 | 3.23 | … | … | 1.36 | 4.50 | 4.64 | 4.02 | 4.15 | 4.94 | 5.04 | 4.57 | 3.62 | 3.64 | 4.00 | 3.18 | 2.90 | 1.00 |
Data as of 06/09/2026, Common starting date is 06/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMG (Silvercrest Asset Management Group Inc.) |
-12.56%
May 2023 – May 2026 |
-4.34%
Apr 2015 – Apr 2020 |
2.35%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAMG (Silvercrest Asset Management Group Inc.) |
29.69%
Mar 2020 – Mar 2023 |
16.50%
Mar 2020 – Mar 2025 |
8.76%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart