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
SVXLX (Smead Funds Trust – International Value Fund) 23.38% 46.73% 24.98% 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
SVXLX (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 (%) 0.49 46.73 24.98 NA NA NA NA 23.38 39.08 4.69 15.28 -4.79
Sharpe Ratio NA 3.19 1.30 NA NA NA NA 3.70 1.93 0.07 0.58 -0.20
Standard Deviation(%) NA 13.60 17.14 NA NA NA NA 15.46 18.81 15.45 20.11 32.17
Draw Down(%) NA 4.08 19.71 NA NA NA NA 4.08 18.33 14.07 12.75 27.03
Yield(%) 0.00 1.99 2.48 1.75 0.88 0.58 0.44 0.00 2.33 2.52 2.38 1.35
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
SVXLX (Smead Funds Trust – International Value Fund) 6.49%
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
SVXLX (Smead Funds Trust – International Value Fund) 27.13%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return