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
SUIG NA -35.63% -19.65% -33.13% -0.78% NA NA
Data as of 06/10/2026, Common starting date is 03/16/2016
More Performance Analytics Comparison
Name Start Date End Date
SUIG 03/16/2016 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -35.63 -19.65 -33.13 -0.78 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 03/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUIG (SUIG) -43.79%
Apr 2021 – Apr 2024
-37.76%
Mar 2021 – Mar 2026
0.98%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUIG (SUIG) 151.98%
Oct 2018 – Oct 2021
64.37%
Nov 2016 – Nov 2021
1.70%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return