Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGA (Saga Communications, Inc.) | -16.06% | -18.10% | -14.21% | -7.48% | -8.11% | -3.19% | 3.92% | … | … |
Data as of 06/04/2026, Common starting date is 03/02/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGA (Saga Communications, Inc.) | 03/02/1993 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.57 | -18.10 | -14.21 | -7.48 | -8.11 | -3.19 | 3.92 | … | … | -16.06 | 12.35 | -45.94 | 6.82 | 16.79 | 4.95 | -19.89 | -4.89 | -15.29 | -16.46 | 34.18 | -9.64 | -12.15 | 12.33 | 29.45 | 43.77 | 107.34 | 660.00 | -71.99 | -38.71 | -11.59 | -35.49 | -9.07 | -2.47 | -8.21 | 39.16 | -26.54 | 54.34 | 50.74 | 8.97 | 20.00 | 13.04 | -16.06 | 21.24 |
| Sharpe Ratio | NA | -0.53 | -0.48 | -0.28 | -0.25 | NA | NA | … | … | -0.97 | 0.29 | -1.68 | 0.10 | 0.44 | 0.09 | -0.33 | -0.25 | -0.64 | -0.57 | 0.91 | -0.33 | -0.30 | 0.29 | 0.85 | 0.76 | 2.03 | 4.06 | -0.82 | -1.03 | -0.45 | -1.13 | -0.39 | -0.10 | -0.19 | 0.83 | -0.67 | 1.44 | 1.17 | 0.16 | 0.43 | 0.26 | -0.73 | 0.74 |
| Standard Deviation(%) | NA | 32.11 | 32.47 | 33.09 | 37.60 | NA | NA | … | … | 33.35 | 33.08 | 29.47 | 32.80 | 35.07 | 52.48 | 61.13 | 25.51 | 25.96 | 30.18 | 37.39 | 29.18 | 40.38 | 42.39 | 34.87 | 57.55 | 52.82 | 162.67 | 88.73 | 40.92 | 33.31 | 33.32 | 25.78 | 31.15 | 50.29 | 45.24 | 45.94 | 35.33 | 40.53 | 32.56 | 37.47 | 34.81 | 26.32 | 32.02 |
| Draw Down(%) | NA | 26.71 | 53.86 | 53.86 | 65.06 | NA | NA | … | … | 24.06 | 14.40 | 51.57 | 22.84 | 15.66 | 28.46 | 46.10 | 20.71 | 26.48 | 26.75 | 17.35 | 23.53 | 37.99 | 22.37 | 28.80 | 31.81 | 39.89 | 47.25 | 83.02 | 43.41 | 34.75 | 39.30 | 18.18 | 20.87 | 43.91 | 32.18 | 48.24 | 14.02 | 18.75 | 28.88 | 24.74 | 37.22 | 36.69 | 27.38 |
| Yield(%) | 0.00 | 10.04 | 9.38 | 10.09 | 3.99 | 5.74 | 3.78 | … | … | 4.35 | 8.88 | 7.08 | 12.61 | 20.07 | 4.40 | 1.06 | 3.58 | 2.86 | 3.35 | 2.91 | 1.96 | 1.19 | 5.13 | 4.33 | 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 06/04/2026, Common starting date is 03/02/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGA (Saga Communications, Inc.) |
-46.66%
Dec 2005 – Dec 2008 |
-38.35%
Dec 2003 – Dec 2008 |
-18.73%
Dec 1998 – Dec 2008 |
-9.20%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGA (Saga Communications, Inc.) |
182.96%
Dec 2008 – Dec 2011 |
101.16%
Dec 2008 – Dec 2013 |
37.88%
Dec 2008 – Dec 2018 |
23.86%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart