Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBHGF (SBI Holdings Inc) | -11.18% | -37.56% | 2.53% | nan% | nan% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBHGF (SBI Holdings Inc) | 08/29/2012 | 06/04/2026 |
| 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 (%) | -0.72 | -37.56 | 2.53 | nan | nan | NA | NA | … | … | -11.18 | -10.26 | 18.62 | 25.09 | -28.74 | 146.52 | -220.97 | 39.92 | -1.07 | 72.47 | 31.58 | -4.86 | 3.44 | 77.27 | -88.13 |
| Sharpe Ratio | NA | -0.48 | 0.00 | NA | NA | NA | NA | … | … | -0.53 | -0.15 | 0.24 | 0.73 | -0.98 | NA | NA | 0.99 | -0.05 | 2.34 | 1.35 | -0.19 | 0.98 | 1.21 | -0.26 |
| Standard Deviation(%) | NA | 82.08 | 67.33 | NA | NA | NA | NA | … | … | 49.53 | 90.61 | 61.97 | 29.82 | 30.77 | NA | NA | 38.67 | 46.75 | 30.85 | 23.25 | 26.00 | 3.48 | 63.94 | 377.70 |
| Draw Down(%) | NA | 28.93 | 2.84 | 1,333.63 | 638.40 | NA | NA | … | … | 5.93 | 10.23 | 5.98 | 0.00 | 5.32 | 613.08 | 231.42 | 23.69 | 40.84 | 12.92 | 11.42 | 23.70 | 1.16 | 15.52 | 88.55 |
| Yield(%) | 0.00 | 4.50 | 6.17 | 27.72 | 255.35 | 25.70 | 19.27 | … | … | 4.58 | 5.15 | 4.97 | 5.97 | 4.42 | 540.09 | 474.61 | 27.09 | 11.52 | 3.84 | 11.11 | 3.16 | 1.67 | 13.16 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBHGF (SBI Holdings Inc) |
-40.15%
Nov 2012 – Nov 2015 |
-21.17%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBHGF (SBI Holdings Inc) |
142.09%
Mar 2020 – Mar 2023 |
88.80%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart