Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGAGX (SGA GLOBAL GROWTH FUND SGA GLOBAL GROWTH FUND) | NA | 11.18% | 13.38% | 12.68% | NA | NA | NA | … | … |
Data as of 08/13/2019, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGAGX (SGA GLOBAL GROWTH FUND SGA GLOBAL GROWTH FUND) | 01/03/2011 | 08/13/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.18 | 13.38 | 12.68 | NA | NA | NA | … | … | 22.37 | -2.75 | 33.30 | 4.45 | 8.19 | 1.34 | 19.99 | 15.86 | 3.00 |
| Sharpe Ratio | NA | 0.64 | 1.00 | 0.86 | NA | NA | NA | … | … | 4.16 | -0.24 | 4.10 | 0.27 | 0.52 | 0.11 | 1.73 | 1.05 | 0.12 |
| Standard Deviation(%) | NA | 14.99 | 12.56 | 13.91 | NA | NA | NA | … | … | 8.95 | 17.65 | 8.00 | 15.67 | 15.60 | 11.79 | 11.55 | 15.19 | 24.85 |
| Draw Down(%) | NA | 16.78 | 16.78 | 16.78 | NA | NA | NA | … | … | 2.14 | 16.78 | 3.23 | 12.37 | 11.82 | 9.10 | 7.53 | 13.53 | 19.00 |
| Yield(%) | 0.00 | 3.83 | 3.96 | 3.74 | 3.05 | 2.04 | 1.53 | … | … | 0.00 | 4.05 | 4.36 | 3.87 | 1.64 | 2.99 | 2.15 | 2.02 | 0.00 |
Data as of 08/13/2019, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGAGX (SGA GLOBAL GROWTH FUND SGA GLOBAL GROWTH FUND) |
4.62%
Dec 2013 – Dec 2016 |
7.07%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGAGX (SGA GLOBAL GROWTH FUND SGA GLOBAL GROWTH FUND) |
18.50%
Sep 2015 – Sep 2018 |
13.47%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart