Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SRVBZX NA -2.47% NA NA NA NA NA
Data as of 12/09/2021, Common starting date is 12/13/2019
More Performance Analytics Comparison
Name Start Date End Date
SRVBZX 12/13/2019 12/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -7.69 -2.47 NA NA NA NA NA -3.41 -10.76 2.19
Sharpe Ratio NA -0.22 NA NA NA NA NA -0.32 -0.29 13.05
Standard Deviation(%) NA 11.23 NA NA NA NA NA 11.52 38.56 4.85
Draw Down(%) NA 12.94 NA NA NA NA NA 12.94 44.90 0.48
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/09/2021, Common starting date is 12/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRVBZX (SRVBZX) 0.00%
NA
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
SRVBZX (SRVBZX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return