Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGPPY (SPAR Group Ltd ADR) | NA | -7.15% | -26.78% | -14.30% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/27/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGPPY (SPAR Group Ltd ADR) | 11/27/2015 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.15 | -26.78 | -14.30 | NA | NA | NA | … | … | -7.15 | -58.05 | 0.00 | 0.00 | 9.45 | 0.00 | 0.00 | 0.00 | 13.55 |
| Sharpe Ratio | NA | -1.37 | -0.51 | -0.36 | NA | NA | NA | … | … | -1.45 | -0.64 | 0.00 | 0.00 | 1.04 | 0.00 | 0.00 | 0.00 | 0.51 |
| Standard Deviation(%) | NA | 7.45 | 58.87 | 45.89 | NA | NA | NA | … | … | 8.69 | 101.95 | NA | NA | 9.03 | NA | NA | NA | 11.60 |
| Draw Down(%) | NA | 7.15 | 63.20 | 63.20 | NA | NA | NA | … | … | 7.15 | 63.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.26 | 1.63 | 2.19 | 1.46 | 1.10 | … | … | 0.00 | 0.00 | 0.00 | 1.43 | 3.61 | 3.74 | 3.65 | 3.47 | 3.60 |
Data as of 09/26/2025, Common starting date is 11/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPPY (SPAR Group Ltd ADR) |
-26.78%
Aug 2022 – Aug 2025 |
-14.73%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPPY (SPAR Group Ltd ADR) |
6.95%
Dec 2018 – Dec 2021 |
7.58%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart