Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SBDXF -27.65% -27.65% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 08/06/2024
More Performance Analytics Comparison
Name Start Date End Date
SBDXF 08/06/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -9.00 -27.65 NA NA NA NA NA -27.65 3.34 2.06
Sharpe Ratio NA -0.93 NA NA NA NA NA -1.14 0.14 0.59
Standard Deviation(%) NA 32.43 NA NA NA NA NA 48.87 3.36 3.21
Draw Down(%) NA 32.44 NA NA NA NA NA 32.44 0.00 0.00
Yield(%) 0.00 4.33 3.15 1.89 0.95 0.63 0.47 4.33 3.16 1.98
Data as of 06/09/2026, Common starting date is 08/06/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBDXF (SBDXF) 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
SBDXF (SBDXF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return