Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGGEF (The Sage Group plc) | -15.70% | -16.59% | 4.09% | 7.17% | 4.94% | 8.84% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGGEF (The Sage Group plc) | 10/18/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | -16.59 | 4.09 | 7.17 | 4.94 | 8.84 | NA | … | … | -15.70 | -8.23 | 6.66 | 68.07 | -17.55 | 45.61 | -19.89 | 37.13 | -26.92 | 31.59 | 22.52 | 2.15 | 13.15 | 33.95 | 17.05 | -0.10 | 0.67 |
| Sharpe Ratio | NA | -0.64 | 0.05 | 0.07 | 0.08 | NA | NA | … | … | -0.72 | -0.20 | 0.06 | 1.41 | -0.33 | 0.57 | -0.43 | 1.20 | -0.88 | 1.31 | 0.78 | 0.25 | 0.49 | 1.39 | 0.50 | 0.00 | 0.24 |
| Standard Deviation(%) | NA | 52.74 | 51.74 | 59.87 | 48.42 | NA | NA | … | … | 49.94 | 56.94 | 47.85 | 46.22 | 57.15 | 80.66 | 46.33 | 29.65 | 32.19 | 23.80 | 28.67 | 8.45 | 26.57 | 24.35 | 34.08 | 46.03 | 13.41 |
| Draw Down(%) | NA | 39.45 | 39.45 | 39.45 | 43.91 | NA | NA | … | … | 27.74 | 23.56 | 23.45 | 14.23 | 35.77 | 29.03 | 40.51 | 22.07 | 39.36 | 9.95 | 19.45 | 9.26 | 16.07 | 10.15 | 23.32 | 24.00 | 4.49 |
| Yield(%) | 0.00 | 1.33 | 2.17 | 2.59 | 2.50 | 4.56 | 3.80 | … | … | 1.36 | 1.62 | 1.72 | 2.56 | 2.13 | 2.95 | 2.22 | 2.78 | 1.90 | 2.32 | 3.06 | 2.75 | 3.33 | 6.34 | 3.18 | 1.79 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGGEF (The Sage Group plc) |
-7.06%
Dec 2017 – Dec 2020 |
-1.40%
Jun 2017 – Jun 2022 |
4.46%
Mar 2016 – Mar 2026 |
8.52%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGGEF (The Sage Group plc) |
35.10%
Jun 2022 – Jun 2025 |
23.46%
Sep 2011 – Sep 2016 |
13.96%
Nov 2014 – Nov 2024 |
10.94%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart