Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVNWF (Seven Group Holdings Limited) | NA | 111.35% | 28.97% | 16.74% | 22.22% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVNWF (Seven Group Holdings Limited) | 12/17/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 111.35 | 28.97 | 16.74 | 22.22 | NA | NA | … | … | 2.16 | 109.97 | 1.93 | 155.53 | 8.04 | 9.59 | 11.17 | -12.35 | 8.51 | 0.00 |
| Sharpe Ratio | NA | 1.59 | 0.43 | 0.34 | 0.56 | NA | NA | … | … | -0.03 | 0.26 | 1.24 | 2.12 | 1.22 | 1.37 | 1.47 | -0.52 | 1.80 | 0.00 |
| Standard Deviation(%) | NA | 68.27 | 60.83 | 43.34 | 36.69 | NA | NA | … | … | 1.44 | 94.29 | 1.35 | 72.69 | 5.46 | 6.56 | 7.47 | 23.69 | 4.72 | NA |
| Draw Down(%) | NA | 8.71 | 8.71 | 8.71 | 8.71 | NA | NA | … | … | 0.00 | 8.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.29 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.41 | 1.96 | 1.39 | 5.63 | 4.02 | 3.01 | … | … | 2.13 | 1.48 | 1.90 | 7.58 | 7.58 | 8.95 | 10.31 | 8.22 | 5.89 | 0.00 |
Data as of 09/26/2025, Common starting date is 12/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVNWF (Seven Group Holdings Limited) |
1.09%
Feb 2014 – Feb 2017 |
4.60%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVNWF (Seven Group Holdings Limited) |
46.45%
Apr 2016 – Apr 2019 |
44.08%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart