Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGFAX (Strategic Global Long/Short Fund) | NA | -3.42% | -0.62% | NA | NA | NA | NA | … | … |
Data as of 05/20/2019, Common starting date is 02/24/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGFAX (Strategic Global Long/Short Fund) | 02/24/2016 | 05/20/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.42 | -0.62 | NA | NA | NA | NA | … | … | 7.79 | -12.17 | 0.40 | 7.89 |
| Sharpe Ratio | NA | -0.58 | -0.15 | NA | NA | NA | NA | … | … | 3.06 | -1.75 | -0.03 | 0.56 |
| Standard Deviation(%) | NA | 8.10 | 10.31 | NA | NA | NA | NA | … | … | 6.56 | 7.72 | 8.61 | 15.94 |
| Draw Down(%) | NA | 12.93 | 15.90 | NA | NA | NA | NA | … | … | 2.02 | 15.57 | 9.09 | 9.83 |
| Yield(%) | 0.00 | 0.87 | 3.12 | 1.97 | 0.99 | 0.66 | 0.49 | … | … | 0.00 | 0.86 | 0.00 | 9.01 |
Data as of 05/20/2019, Common starting date is 02/24/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGFAX (Strategic Global Long/Short Fund) |
-1.73%
Mar 2016 – Mar 2019 |
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 |
|---|---|---|---|---|
| SGFAX (Strategic Global Long/Short Fund) |
0.07%
Apr 2016 – Apr 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart