Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBDCD (SBD Capital Corp.) | NA | 238.99% | 26.07% | NA | NA | NA | NA | … | … |
Data as of 03/15/2023, Common starting date is 08/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBDCD (SBD Capital Corp.) | 08/09/2018 | 03/15/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 238.99 | 26.07 | NA | NA | NA | NA | … | … | -82.10 | 1,398.51 | 101.00 | -89.14 | -71.54 | 102.38 |
| Sharpe Ratio | NA | 0.32 | -0.03 | NA | NA | NA | NA | … | … | -0.37 | 1.65 | 0.17 | -0.10 | -0.10 | 2.41 |
| Standard Deviation(%) | NA | 513.70 | 580.17 | NA | NA | NA | NA | … | … | 289.07 | 674.11 | 656.10 | 854.25 | 784.10 | 238.36 |
| Draw Down(%) | NA | 82.10 | 92.51 | NA | NA | NA | NA | … | … | 82.10 | 65.67 | 33.00 | 89.14 | 84.70 | 16.36 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/15/2023, Common starting date is 08/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBDCD (SBD Capital Corp.) |
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 |
|---|---|---|---|---|
| SBDCD (SBD Capital Corp.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart