Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVTMF (SM Investments Corporation) | -16.93% | -36.87% | -15.29% | -11.62% | -6.35% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVTMF (SM Investments Corporation) | 08/06/2012 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -36.87 | -15.29 | -11.62 | -6.35 | NA | NA | … | … | -16.93 | -26.89 | 6.40 | 15.11 | -27.15 | -11.88 | 11.64 | 7.44 | 39.44 | 7.83 | -41.71 | 17.82 | 14.39 | -2.08 | 22.86 |
| Sharpe Ratio | NA | -2.03 | -0.79 | -0.58 | -0.26 | NA | NA | … | … | -1.98 | -1.39 | -0.01 | 0.40 | -0.96 | -0.89 | 0.42 | 0.43 | 0.68 | 1.22 | -0.66 | 1.42 | 1.02 | -0.04 | 3.44 |
| Standard Deviation(%) | NA | 19.51 | 23.42 | 24.25 | 31.22 | NA | NA | … | … | 19.02 | 21.64 | 25.45 | 27.48 | 29.97 | 13.44 | 26.81 | 14.12 | 55.97 | 5.95 | 63.17 | 12.50 | 14.05 | 47.70 | 19.76 |
| Draw Down(%) | NA | 36.87 | 41.93 | 47.59 | 54.31 | NA | NA | … | … | 16.93 | 26.89 | 11.75 | 17.70 | 29.51 | 16.87 | 17.50 | 10.46 | 27.47 | 0.00 | 43.21 | 3.34 | 5.55 | 32.99 | 2.76 |
| Yield(%) | 0.00 | 0.00 | 0.79 | 0.80 | 0.70 | 0.89 | 0.67 | … | … | 0.00 | 1.42 | 1.01 | 0.95 | 1.27 | 0.40 | 0.46 | 0.99 | 1.21 | 1.29 | 1.07 | 1.30 | 1.46 | 0.71 | 0.00 |
Data as of 06/08/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVTMF (SM Investments Corporation) |
-15.29%
May 2023 – May 2026 |
-12.57%
Jan 2021 – Jan 2026 |
-6.35%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVTMF (SM Investments Corporation) |
18.70%
Nov 2017 – Nov 2020 |
10.45%
Nov 2016 – Nov 2021 |
1.64%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart