Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBKFF (State Bank of India) | -0.24% | 4.00% | 15.94% | 19.63% | 15.21% | 5.93% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBKFF (State Bank of India) | 06/07/2007 | 06/03/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.36 | 4.00 | 15.94 | 19.63 | 15.21 | 5.93 | NA | … | … | -0.24 | 16.45 | 25.11 | 4.99 | 23.62 | 53.83 | -15.18 | 7.65 | -18.52 | 42.58 | 15.09 | -31.46 | 68.37 | -32.02 | 46.21 | -51.00 | 40.18 | 60.50 | -51.11 | 836.02 |
| Sharpe Ratio | NA | -0.02 | 0.21 | 0.26 | 0.22 | NA | NA | … | … | -0.16 | 0.32 | 0.27 | 0.04 | 0.30 | 0.60 | -0.18 | 0.21 | -0.57 | 1.21 | 0.33 | -0.76 | 0.70 | -0.85 | 1.20 | -1.34 | 1.14 | 1.11 | -0.71 | 21.06 |
| Standard Deviation(%) | NA | 39.21 | 57.57 | 64.40 | 59.21 | NA | NA | … | … | 51.26 | 42.47 | 79.86 | 36.17 | 73.26 | 89.62 | 85.52 | 29.92 | 35.20 | 34.72 | 45.39 | 41.42 | 97.39 | 37.78 | 38.88 | 38.02 | 35.32 | 54.41 | 73.59 | 239.54 |
| Draw Down(%) | NA | 30.81 | 30.81 | 30.81 | 62.00 | NA | NA | … | … | 30.81 | 13.83 | 19.05 | 12.54 | 18.22 | 23.95 | 56.78 | 30.62 | 33.58 | 22.94 | 35.69 | 38.39 | 48.33 | 46.06 | 25.69 | 54.15 | 22.98 | 38.39 | 68.05 | 16.31 |
| Yield(%) | 0.00 | 3.40 | 3.30 | 4.01 | 3.74 | 1.66 | 11.75 | … | … | 3.07 | 1.97 | 2.14 | 1.89 | 1.54 | 1.43 | 0.00 | 0.00 | 0.00 | 1.08 | 1.23 | 1.13 | 1.72 | 1.73 | 2.12 | 1.07 | 1.46 | 2.16 | 0.84 | 5.24 |
Data as of 06/03/2026, Common starting date is 06/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBKFF (State Bank of India) |
-27.00%
Oct 2010 – Oct 2013 |
-17.46%
Feb 2011 – Feb 2016 |
-8.78%
Sep 2010 – Sep 2020 |
1.81%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBKFF (State Bank of India) |
51.07%
May 2020 – May 2023 |
38.88%
May 2020 – May 2025 |
21.14%
Feb 2016 – Feb 2026 |
10.93%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart