Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFCO (Southern Financial Corporation) | NA | 40.44% | -7.33% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFCO (Southern Financial Corporation) | 07/28/2022 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.44 | -7.33 | NA | NA | NA | NA | … | … | 13.69 | -16.00 | -16.74 | -19.93 |
| Sharpe Ratio | NA | 1.92 | -0.49 | NA | NA | NA | NA | … | … | 1.22 | -0.69 | -0.96 | -0.38 |
| Standard Deviation(%) | NA | 19.50 | 24.58 | NA | NA | NA | NA | … | … | 13.22 | 33.17 | 20.30 | 137.64 |
| Draw Down(%) | NA | 5.11 | 48.00 | NA | NA | NA | NA | … | … | 5.11 | 35.00 | 25.06 | 20.00 |
| Yield(%) | 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 09/26/2025, Common starting date is 07/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFCO (Southern Financial Corporation) |
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 |
|---|---|---|---|---|
| SFCO (Southern Financial Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart