Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGCFF (Sagicor Financial Company Ltd) | -11.89% | 12.71% | 25.39% | 7.79% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGCFF (Sagicor Financial Company Ltd) | 02/05/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.56 | 12.71 | 25.39 | 7.79 | NA | NA | NA | … | … | -11.89 | 66.03 | 4.14 | -17.10 | 91.75 | -34.38 | -25.12 |
| Sharpe Ratio | NA | 0.25 | 0.60 | 0.08 | NA | NA | NA | … | … | -0.72 | 1.23 | 0.02 | -0.18 | 1.20 | -0.64 | -0.53 |
| Standard Deviation(%) | NA | 51.94 | 38.34 | 70.43 | NA | NA | NA | … | … | 34.19 | 51.61 | 25.64 | 113.60 | 75.61 | 53.76 | 51.76 |
| Draw Down(%) | NA | 32.77 | 32.77 | 69.36 | NA | NA | NA | … | … | 19.22 | 32.77 | 18.12 | 68.02 | 32.83 | 43.98 | 48.07 |
| Yield(%) | 0.00 | 5.09 | 7.21 | 4.56 | 2.23 | 1.49 | 1.11 | … | … | 2.14 | 6.12 | 5.36 | 3.90 | 7.14 | 4.48 | 3.21 |
Data as of 06/04/2026, Common starting date is 02/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGCFF (Sagicor Financial Company Ltd) |
-12.63%
Mar 2020 – Mar 2023 |
3.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGCFF (Sagicor Financial Company Ltd) |
31.98%
Mar 2023 – Mar 2026 |
16.24%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart