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
SEQP (Santana Equestrian Private Financial LLC) NA 24.00% 9.21% 5.43% 2.68% 1.78% 1.33%
Data as of 09/26/2025, Common starting date is 11/05/1984
More Performance Analytics Comparison
Name Start Date End Date
SEQP (Santana Equestrian Private Financial LLC) 11/05/1984 09/26/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 24.00 9.21 5.43 2.68 1.78 1.33
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEQP (Santana Equestrian Private Financial LLC) -93.89%
Aug 2000 – Aug 2003
-84.15%
Aug 1998 – Aug 2003
-29.40%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEQP (Santana Equestrian Private Financial LLC) 300.00%
Jul 2022 – Jul 2025
7.57%
Apr 2020 – Apr 2025
-22.07%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return