Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFSLX (1919 FINANCIAL SERVICES FUND CLASS C) | -3.92% | -0.34% | 13.47% | 0.32% | 6.30% | 8.63% | 5.64% | … | … |
Data as of 06/05/2026, Common starting date is 04/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFSLX (1919 FINANCIAL SERVICES FUND CLASS C) | 04/26/2000 | 06/05/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.77 | -0.34 | 13.47 | 0.32 | 6.30 | 8.63 | 5.64 | … | … | -3.92 | 3.52 | 23.93 | 0.77 | -15.99 | 23.65 | -5.12 | 28.21 | -15.57 | 13.82 | 25.67 | 5.77 | 5.38 | 39.12 | 21.95 | -6.08 | 12.60 | 8.65 | -25.58 | -13.01 | 16.86 | 9.06 | 12.33 | 28.46 | -15.23 | -11.43 | 20.83 |
| Sharpe Ratio | NA | -0.37 | 0.60 | -0.13 | 0.19 | NA | NA | … | … | -1.04 | 0.04 | 1.29 | -0.14 | -0.75 | 1.10 | -0.11 | 1.80 | -0.99 | 0.97 | 1.48 | 0.37 | 0.43 | 3.63 | 1.80 | -0.25 | 0.72 | 0.33 | -0.76 | -0.95 | 1.11 | 0.59 | 0.98 | 1.62 | -0.60 | -0.64 | 1.08 |
| Standard Deviation(%) | NA | 14.25 | 16.79 | 19.61 | 23.04 | NA | NA | … | … | 15.05 | 18.32 | 15.71 | 21.13 | 23.33 | 21.42 | 48.14 | 14.88 | 17.26 | 13.63 | 17.20 | 15.34 | 12.50 | 10.77 | 12.25 | 24.24 | 17.34 | 26.21 | 34.83 | 16.98 | 12.13 | 11.49 | 11.63 | 17.11 | 27.23 | 22.17 | 25.55 |
| Draw Down(%) | NA | 11.26 | 16.60 | 37.29 | 43.61 | NA | NA | … | … | 11.14 | 15.66 | 8.50 | 24.48 | 24.40 | 11.81 | 43.61 | 8.44 | 26.13 | 7.79 | 14.45 | 8.94 | 7.65 | 4.72 | 7.57 | 24.43 | 15.01 | 25.36 | 37.33 | 17.81 | 12.66 | 9.01 | 9.99 | 14.90 | 31.15 | 22.07 | 12.59 |
| Yield(%) | 0.00 | 14.94 | 14.32 | 5.98 | 6.03 | 7.95 | 5.24 | … | … | 0.00 | 14.99 | 12.50 | 10.31 | 0.00 | 0.00 | 0.07 | 4.37 | 1.41 | 0.00 | 3.56 | 7.20 | 2.50 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.01 | 9.40 | 15.17 | 8.24 | 10.80 | 0.25 | 1.80 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFSLX (1919 FINANCIAL SERVICES FUND CLASS C) |
-15.58%
Feb 2006 – Feb 2009 |
-6.50%
Sep 2006 – Sep 2011 |
-0.14%
Aug 2000 – Aug 2010 |
4.07%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFSLX (1919 FINANCIAL SERVICES FUND CLASS C) |
22.84%
Sep 2011 – Sep 2014 |
18.90%
Dec 2011 – Dec 2016 |
14.43%
Sep 2011 – Sep 2021 |
10.05%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart