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
SSABF 11.12% 26.50% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 09/16/2024
More Performance Analytics Comparison
Name Start Date End Date
SSABF 09/16/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.00 26.50 NA NA NA NA NA 11.12 71.85 0.00
Sharpe Ratio NA 0.51 NA NA NA NA NA 0.82 1.15 0.00
Standard Deviation(%) NA 46.53 NA NA NA NA NA 31.12 60.31 NA
Draw Down(%) NA 22.62 NA NA NA NA NA 11.11 26.84 0.00
Yield(%) 0.00 3.25 3.61 2.17 1.08 0.72 0.54 2.75 6.12 0.00
Data as of 06/09/2026, Common starting date is 09/16/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSABF (SSABF) 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
SSABF (SSABF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return