Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVXFX (Smead Funds Trust – International Value Fund) | 23.47% | 46.94% | 25.12% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/19/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVXFX (Smead Funds Trust – International Value Fund) | 01/19/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 46.94 | 25.12 | NA | NA | NA | NA | … | … | 23.47 | 39.25 | 4.79 | 15.38 | -4.68 |
| Sharpe Ratio | NA | 3.21 | 1.31 | NA | NA | NA | NA | … | … | 3.73 | 1.94 | 0.08 | 0.59 | -0.20 |
| Standard Deviation(%) | NA | 13.59 | 17.13 | NA | NA | NA | NA | … | … | 15.43 | 18.81 | 15.43 | 20.11 | 32.17 |
| Draw Down(%) | NA | 4.06 | 19.65 | NA | NA | NA | NA | … | … | 4.06 | 18.32 | 14.03 | 12.74 | 27.01 |
| Yield(%) | 0.00 | 2.09 | 2.60 | 1.83 | 0.92 | 0.61 | 0.46 | … | … | 0.00 | 2.45 | 2.67 | 2.45 | 1.38 |
Data as of 06/08/2026, Common starting date is 01/19/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVXFX (Smead Funds Trust – International Value Fund) |
6.60%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| SVXFX (Smead Funds Trust – International Value Fund) |
27.29%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart