Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAPH | -20.61% | -38.54% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/07/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAPH | 01/07/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.52 | -38.54 | NA | NA | NA | NA | NA | … | … | -20.61 | -12.81 |
| Sharpe Ratio | NA | -1.20 | NA | NA | NA | NA | NA | … | … | -0.98 | -0.56 |
| Standard Deviation(%) | NA | 34.23 | NA | NA | NA | NA | NA | … | … | 45.12 | 28.31 |
| Draw Down(%) | NA | 47.70 | NA | NA | NA | NA | NA | … | … | 34.10 | 26.28 |
| Yield(%) | 0.00 | 0.41 | 0.15 | 0.09 | 0.05 | 0.03 | 0.02 | … | … | 0.54 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/07/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPH (SAPH) |
0.00%
NA |
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 |
|---|---|---|---|---|
| SAPH (SAPH) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart