Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBGSF (Schneider Electric SE) | 11.38% | 18.90% | 22.26% | 16.08% | 19.88% | 6.84% | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBGSF (Schneider Electric SE) | 02/17/2009 | 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.27 | 18.90 | 22.26 | 16.08 | 19.88 | 6.84 | NA | … | … | 11.38 | 13.43 | 26.34 | 47.18 | -27.72 | 42.18 | 42.52 | 57.70 | -19.25 | 26.79 | 27.39 | -19.09 | -14.82 | 19.69 | 46.49 | -66.44 | 39.23 | 81.27 |
| Sharpe Ratio | NA | 0.44 | 0.51 | 0.36 | 0.52 | NA | NA | … | … | 0.65 | 0.23 | 0.69 | 1.54 | -0.72 | 1.23 | 0.82 | 2.44 | -0.81 | 1.53 | 0.87 | -0.74 | -0.58 | 0.74 | 0.09 | -0.74 | 1.12 | 3.27 |
| Standard Deviation(%) | NA | 42.15 | 38.60 | 38.03 | 35.15 | NA | NA | … | … | 48.25 | 45.57 | 32.73 | 28.58 | 40.59 | 34.39 | 51.06 | 23.08 | 25.53 | 17.16 | 31.37 | 25.99 | 25.39 | 26.48 | 501.53 | 89.47 | 34.93 | 29.65 |
| Draw Down(%) | NA | 21.43 | 29.69 | 45.22 | 45.22 | NA | NA | … | … | 21.43 | 29.69 | 15.43 | 19.36 | 45.22 | 14.44 | 34.15 | 13.65 | 28.55 | 8.61 | 18.23 | 31.19 | 28.27 | 12.84 | 97.27 | 72.64 | 19.62 | 16.37 |
| Yield(%) | 0.00 | 1.91 | 3.23 | 2.96 | 5.87 | 1.91 | 4.17 | … | … | 1.77 | 3.42 | 1.93 | 2.44 | 1.49 | 2.13 | 2.66 | 3.90 | 3.12 | 3.30 | 4.14 | 2.99 | 3.01 | 2.49 | 3.04 | 2.01 | 1.76 | 5.11 |
Data as of 06/09/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBGSF (Schneider Electric SE) |
-17.66%
Jan 2011 – Jan 2014 |
-17.18%
Jan 2011 – Jan 2016 |
0.02%
Apr 2010 – Apr 2020 |
5.99%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBGSF (Schneider Electric SE) |
47.30%
Dec 2018 – Dec 2021 |
28.15%
Sep 2019 – Sep 2024 |
21.94%
Feb 2016 – Feb 2026 |
11.50%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart