Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBDG (Small Business Development Group Inc) | 21.43% | -40.35% | 2.04% | 1.86% | 23.86% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBDG (Small Business Development Group Inc) | 10/16/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -40.35 | 2.04 | 1.86 | 23.86 | NA | NA | … | … | 21.43 | -68.18 | 131.58 | -41.54 | -42.98 | 496.86 | -3.54 | 288.24 | -27.14 | -46.97 | 221.95 | -88.37 | 3.68 | 23.64 |
| Sharpe Ratio | NA | -0.24 | -0.01 | 0.08 | 0.11 | NA | NA | … | … | 0.25 | -0.41 | 0.84 | -0.34 | -0.35 | 1.66 | -0.01 | 1.00 | -0.60 | -0.31 | 0.41 | -0.36 | 0.02 | 0.62 |
| Standard Deviation(%) | NA | 182.83 | 168.17 | 173.19 | 205.53 | NA | NA | … | … | 220.77 | 174.31 | 151.51 | 135.72 | 129.11 | 300.03 | 325.59 | 288.18 | 47.92 | 151.84 | 537.90 | 243.44 | 204.07 | 289.09 |
| Draw Down(%) | NA | 73.23 | 73.23 | 91.00 | 92.74 | NA | NA | … | … | 73.23 | 71.43 | 54.90 | 72.31 | 62.07 | 71.93 | 78.80 | 85.62 | 36.25 | 70.00 | 95.45 | 88.37 | 85.93 | 54.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBDG (Small Business Development Group Inc) |
-60.00%
Oct 2014 – Oct 2017 |
-49.76%
Jun 2014 – Jun 2019 |
-16.40%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBDG (Small Business Development Group Inc) |
186.88%
Sep 2019 – Sep 2022 |
84.52%
Sep 2019 – Sep 2024 |
47.58%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart