Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFGIX (SEAFARER OVERSEAS GROWTH AND INCOME FUND INVESTOR) | 20.19% | 41.98% | 17.62% | 4.67% | 7.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFGIX (SEAFARER OVERSEAS GROWTH AND INCOME FUND INVESTOR) | 02/16/2012 | 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 (%) | -0.95 | 41.98 | 17.62 | 4.67 | 7.72 | NA | NA | … | … | 20.19 | 32.46 | -5.52 | 14.23 | -12.85 | -8.49 | 20.85 | 23.00 | -18.19 | 25.98 | 9.28 | -4.32 | -0.52 | 4.93 | 14.61 |
| Sharpe Ratio | NA | 2.66 | 1.13 | 0.20 | 0.42 | NA | NA | … | … | 2.79 | 2.38 | -0.87 | 0.95 | -0.83 | -0.62 | 0.77 | 1.78 | -1.47 | 3.40 | 0.58 | -0.31 | -0.06 | 0.45 | 1.56 |
| Standard Deviation(%) | NA | 15.41 | 13.18 | 14.04 | 15.07 | NA | NA | … | … | 20.81 | 12.47 | 10.56 | 11.21 | 17.33 | 13.84 | 26.47 | 12.06 | 13.39 | 7.48 | 15.66 | 14.09 | 9.27 | 10.88 | 10.87 |
| Draw Down(%) | NA | 12.86 | 14.82 | 33.61 | 35.71 | NA | NA | … | … | 12.86 | 11.21 | 10.14 | 11.87 | 22.51 | 17.69 | 33.76 | 9.38 | 25.22 | 2.81 | 10.68 | 20.93 | 12.27 | 13.37 | 9.86 |
| Yield(%) | 0.00 | 3.86 | 3.18 | 2.02 | 3.18 | 3.14 | 2.36 | … | … | 0.00 | 4.32 | 3.03 | 2.31 | 1.48 | 1.93 | 1.41 | 3.01 | 6.56 | 3.59 | 1.89 | 1.24 | 3.06 | 4.70 | 1.11 |
Data as of 06/04/2026, Common starting date is 02/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFGIX (SEAFARER OVERSEAS GROWTH AND INCOME FUND INVESTOR) |
-6.62%
May 2021 – May 2024 |
-1.26%
Mar 2015 – Mar 2020 |
2.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFGIX (SEAFARER OVERSEAS GROWTH AND INCOME FUND INVESTOR) |
18.96%
May 2023 – May 2026 |
11.90%
Jan 2016 – Jan 2021 |
8.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart