Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SFRPX NA 10.07% NA NA NA NA NA
Data as of 04/23/2021, Common starting date is 05/28/2019
More Performance Analytics Comparison
Name Start Date End Date
SFRPX 05/28/2019 04/23/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -0.25 10.07 NA NA NA NA NA 1.27 -9.22 -4.62
Sharpe Ratio NA 3.60 NA NA NA NA NA 2.68 -0.93 -3.97
Standard Deviation(%) NA 2.78 NA NA NA NA NA 1.56 10.07 2.22
Draw Down(%) NA 2.10 NA NA NA NA NA 0.50 24.20 5.82
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/23/2021, Common starting date is 05/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFRPX (SFRPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFRPX (SFRPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return