Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGICX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS C) | 7.35% | 14.84% | 13.43% | 7.37% | 9.16% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGICX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS C) | 01/04/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 14.84 | 13.43 | 7.37 | 9.16 | NA | NA | … | … | 7.35 | 0.30 | 16.45 | 9.38 | -12.91 | 16.09 | 10.90 | 25.69 | -0.77 | 15.40 | 8.41 |
| Sharpe Ratio | NA | 1.30 | 0.92 | 0.37 | 0.51 | NA | NA | … | … | 1.56 | -0.17 | 1.28 | 0.52 | -0.76 | 1.19 | 0.36 | 2.34 | -0.14 | 2.43 | 0.80 |
| Standard Deviation(%) | NA | 9.53 | 11.10 | 13.22 | 15.00 | NA | NA | … | … | 9.91 | 15.53 | 9.98 | 11.10 | 18.90 | 13.47 | 29.21 | 10.36 | 15.07 | 6.09 | 10.25 |
| Draw Down(%) | NA | 7.95 | 12.31 | 21.78 | 31.09 | NA | NA | … | … | 7.95 | 12.26 | 5.13 | 8.39 | 21.43 | 8.27 | 31.09 | 4.99 | 18.54 | 2.57 | 8.12 |
| Yield(%) | 0.00 | 8.58 | 11.93 | 9.54 | 8.55 | 6.12 | 4.59 | … | … | 0.00 | 8.65 | 22.18 | 4.12 | 3.68 | 16.26 | 0.27 | 2.32 | 3.58 | 7.16 | 2.41 |
Data as of 06/09/2026, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGICX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS C) |
1.47%
Sep 2019 – Sep 2022 |
4.13%
Sep 2018 – Sep 2023 |
8.53%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGICX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS C) |
17.40%
Dec 2018 – Dec 2021 |
13.62%
Oct 2016 – Oct 2021 |
9.77%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart