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
SUPCF NA 28.20% 15.39% 12.50% 7.73% NA NA
Data as of 09/26/2025, Common starting date is 08/26/2013
More Performance Analytics Comparison
Name Start Date End Date
SUPCF 08/26/2013 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 2016 2015 2014 2013
Annualized Return (%) 0.00 28.20 15.39 12.50 7.73 NA NA 24.10 9.02 9.92 9.92 6.69 3.29 4.10 2.63 3.38 6.69 -33.99 51.78 11.58
Sharpe Ratio NA 0.95 0.78 0.85 0.69 NA NA 1.20 0.88 0.94 1.27 1.46 0.94 0.65 0.48 0.82 1.42 -1.33 1.38 1.99
Standard Deviation(%) NA 22.17 13.81 11.29 8.48 NA NA 25.90 6.14 6.71 6.69 4.57 3.23 4.02 2.60 3.33 4.57 25.57 37.46 18.54
Draw Down(%) NA 6.78 6.78 6.78 6.78 NA NA 6.78 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 35.70 0.00 0.00
Yield(%) 0.00 12.46 10.06 9.14 6.24 5.20 3.90 12.46 8.46 9.25 9.21 6.33 3.17 3.94 2.56 3.27 6.38 4.57 4.32 0.00
Data as of 09/26/2025, Common starting date is 08/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUPCF (SUPCF) -10.82%
Mar 2015 – Mar 2018
-5.40%
Mar 2015 – Mar 2020
1.22%
Sep 2014 – Sep 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SUPCF (SUPCF) 17.42%
Mar 2022 – Mar 2025
12.50%
Aug 2020 – Aug 2025
7.73%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return