Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGPGX (SGI Prudent Growth Fund) | 7.97% | 15.66% | 11.08% | 5.26% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGPGX (SGI Prudent Growth Fund) | 06/11/2020 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 15.66 | 11.08 | 5.26 | NA | NA | NA | … | … | 7.97 | 9.21 | 9.14 | 11.33 | -12.85 | 7.51 | 10.16 |
| Sharpe Ratio | NA | 1.70 | 0.94 | 0.29 | NA | NA | NA | … | … | 1.76 | 0.71 | 0.68 | 0.91 | -1.07 | 0.86 | 2.17 |
| Standard Deviation(%) | NA | 7.20 | 8.45 | 9.61 | NA | NA | NA | … | … | 8.68 | 8.92 | 8.07 | 8.50 | 13.35 | 8.66 | 8.66 |
| Draw Down(%) | NA | 5.81 | 9.02 | 18.49 | NA | NA | NA | … | … | 5.81 | 8.42 | 4.24 | 7.82 | 17.86 | 5.42 | 4.85 |
| Yield(%) | 0.00 | 5.70 | 5.41 | 4.05 | 2.32 | 1.55 | 1.16 | … | … | 0.00 | 5.82 | 9.01 | 0.54 | 0.12 | 5.96 | 0.06 |
Data as of 06/11/2026, Common starting date is 06/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPGX (SGI Prudent Growth Fund) |
0.37%
Oct 2020 – Oct 2023 |
4.41%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPGX (SGI Prudent Growth Fund) |
12.10%
May 2023 – May 2026 |
5.83%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart