Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCGX (Saxon Capital Group Inc) | -0.25% | -33.44% | -23.75% | 37.90% | 12.31% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCGX (Saxon Capital Group Inc) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.44 | -23.75 | 37.90 | 12.31 | NA | NA | … | … | -0.25 | -44.83 | 3.57 | -22.22 | 157.14 | 300.00 | 16.67 | -26.83 | -48.10 | 12.86 | 16.67 | 400.00 | -76.00 | 400.00 | -66.67 |
| Sharpe Ratio | NA | -0.19 | -0.19 | 0.12 | 0.05 | NA | NA | … | … | -0.02 | -0.30 | -0.02 | -0.80 | 1.17 | 0.50 | 0.12 | -0.90 | -0.75 | 0.15 | 0.16 | 0.99 | -0.19 | 1.26 | -0.26 |
| Standard Deviation(%) | NA | 188.45 | 139.38 | 291.30 | 216.99 | NA | NA | … | … | 183.75 | 163.35 | 132.22 | 33.54 | 134.20 | 597.77 | 133.63 | 31.24 | 65.72 | 79.38 | 100.94 | 405.09 | 391.93 | 316.59 | 330.93 |
| Draw Down(%) | NA | 70.73 | 80.50 | 96.88 | 98.73 | NA | NA | … | … | 56.13 | 72.14 | 50.07 | 27.78 | 43.33 | 97.84 | 74.50 | 26.83 | 48.10 | 41.43 | 48.75 | 81.67 | 99.36 | 77.78 | 80.00 |
| 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 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGX (Saxon Capital Group Inc) |
-62.86%
May 2014 – May 2017 |
-44.80%
May 2014 – May 2019 |
-11.17%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGX (Saxon Capital Group Inc) |
144.60%
Jan 2019 – Jan 2022 |
57.42%
Dec 2019 – Dec 2024 |
43.10%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart