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
SAK NA 8.43% NA NA NA NA NA
Data as of 07/13/2022, Common starting date is 07/01/2020
More Performance Analytics Comparison
Name Start Date End Date
SAK 07/01/2020 07/13/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020
Annualized Return (%) 0.04 8.43 NA NA NA NA NA 5.03 6.68 5.49
Sharpe Ratio NA 1.45 NA NA NA NA NA 1.68 1.18 1.43
Standard Deviation(%) NA 5.60 NA NA NA NA NA 5.54 5.63 7.75
Draw Down(%) NA 2.26 NA NA NA NA NA 1.06 2.26 2.46
Yield(%) 0.00 6.88 4.69 2.81 1.41 0.94 0.70 3.54 6.91 3.17
Data as of 07/13/2022, Common starting date is 07/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SAK (SAK) 0.00%
NA
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
SAK (SAK) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return