Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFDL (Security Federal Corporation) | 10.01% | 25.52% | 14.72% | 3.91% | 7.52% | 10.48% | 4.27% | … | … |
Data as of 06/03/2026, Common starting date is 05/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFDL (Security Federal Corporation) | 05/05/2004 | 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 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 25.52 | 14.72 | 3.91 | 7.52 | 10.48 | 4.27 | … | … | 10.01 | 25.65 | 20.70 | -7.61 | -18.49 | 25.52 | -25.32 | 25.11 | -8.78 | -9.49 | 66.98 | 23.53 | 52.20 | 48.92 | 5.00 | -31.02 | 23.64 | -34.90 | -31.26 | 0.99 | 0.30 | 16.81 | -18.70 |
| Sharpe Ratio | NA | 1.64 | 0.67 | 0.06 | 0.18 | NA | NA | … | … | 2.01 | 1.20 | 0.80 | -0.30 | -0.68 | 0.71 | -0.46 | 1.26 | -0.85 | -0.26 | 1.74 | 1.25 | 2.28 | 1.75 | 0.15 | -0.68 | 0.48 | -0.53 | -1.45 | -0.20 | -0.15 | 0.36 | -1.57 |
| Standard Deviation(%) | NA | 14.10 | 23.75 | 28.03 | 33.74 | NA | NA | … | … | 14.28 | 19.09 | 21.23 | 38.27 | 29.12 | 36.08 | 54.99 | 18.74 | 12.06 | 38.96 | 38.44 | 18.84 | 22.88 | 27.99 | 33.12 | 45.98 | 48.98 | 66.30 | 22.18 | 11.00 | 20.58 | 40.54 | 17.94 |
| Draw Down(%) | NA | 5.71 | 19.65 | 39.57 | 41.77 | NA | NA | … | … | 5.71 | 5.83 | 13.05 | 30.73 | 26.77 | 15.40 | 37.52 | 7.91 | 12.41 | 29.86 | 6.93 | 7.95 | 10.00 | 19.52 | 28.59 | 38.25 | 23.26 | 56.73 | 31.26 | 7.94 | 11.60 | 26.44 | 18.82 |
| Yield(%) | 0.00 | 1.66 | 2.22 | 1.71 | 2.23 | 3.80 | 1.67 | … | … | 1.01 | 2.04 | 2.43 | 2.04 | 2.42 | 1.28 | 1.18 | 1.34 | 0.86 | 1.44 | 1.51 | 1.83 | 2.67 | 3.95 | 4.00 | 2.64 | 3.20 | 1.97 | 1.35 | 1.44 | 0.94 | 0.74 | 0.32 |
Data as of 06/03/2026, Common starting date is 05/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFDL (Security Federal Corporation) |
-27.35%
May 2007 – May 2010 |
-19.30%
Nov 2006 – Nov 2011 |
-1.95%
Sep 2005 – Sep 2015 |
0.23%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFDL (Security Federal Corporation) |
46.55%
Nov 2013 – Nov 2016 |
40.01%
Nov 2011 – Nov 2016 |
17.69%
Nov 2011 – Nov 2021 |
10.58%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart