Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIVLX (SEAFARER OVERSEAS VALUE FUND INSTITUTIONAL CLASS) | 4.59% | 22.22% | 13.83% | 8.68% | 9.09% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIVLX (SEAFARER OVERSEAS VALUE FUND INSTITUTIONAL CLASS) | 06/01/2016 | 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 (%) | -4.16 | 22.22 | 13.83 | 8.68 | 9.09 | NA | NA | … | … | 4.59 | 37.79 | -3.34 | 13.38 | -0.74 | 10.05 | 4.05 | 21.95 | -13.93 | 23.15 | 2.85 |
| Sharpe Ratio | NA | 1.69 | 1.02 | 0.55 | 0.61 | NA | NA | … | … | 0.66 | 3.19 | -0.72 | 1.02 | -0.15 | 0.98 | 0.16 | 2.11 | -1.41 | 3.54 | 0.62 |
| Standard Deviation(%) | NA | 12.41 | 11.24 | 11.63 | 12.42 | NA | NA | … | … | 16.27 | 10.98 | 9.68 | 9.58 | 14.12 | 10.27 | 23.02 | 9.70 | 10.94 | 6.39 | 7.47 |
| Draw Down(%) | NA | 12.51 | 12.51 | 16.39 | 33.09 | NA | NA | … | … | 12.51 | 10.01 | 9.12 | 11.24 | 16.39 | 8.10 | 33.09 | 6.28 | 20.91 | 3.37 | 3.24 |
| Yield(%) | 0.00 | 5.61 | 4.45 | 3.58 | 3.90 | 2.60 | 1.95 | … | … | 0.00 | 6.66 | 3.94 | 3.24 | 1.66 | 3.77 | 1.41 | 3.63 | 2.73 | 4.05 | 1.25 |
Data as of 06/09/2026, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIVLX (SEAFARER OVERSEAS VALUE FUND INSTITUTIONAL CLASS) |
-4.70%
Mar 2017 – Mar 2020 |
1.92%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIVLX (SEAFARER OVERSEAS VALUE FUND INSTITUTIONAL CLASS) |
19.24%
Feb 2023 – Feb 2026 |
13.56%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
