Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGLJF (Strauss Group Ltd) | NA | -28.78% | -13.23% | -6.36% | 8.36% | NA | NA | … | … |
Data as of 02/24/2025, Common starting date is 04/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGLJF (Strauss Group Ltd) | 04/25/2013 | 02/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -28.78 | -13.23 | -6.36 | 8.36 | NA | NA | … | … | 0.00 | -28.78 | -16.18 | 9.42 | 8.34 | 77.77 | 11.08 | 11.21 | 15.69 | 14.86 | -16.45 | 0.22 | 41.51 |
| Sharpe Ratio | NA | -1.17 | -0.84 | -0.53 | 0.27 | NA | NA | … | … | 0.00 | -1.18 | -1.16 | 0.90 | 0.94 | 1.38 | 0.92 | 1.14 | 1.07 | 0.82 | -0.42 | 0.05 | 3.41 |
| Standard Deviation(%) | NA | 30.12 | 20.83 | 16.77 | 24.66 | NA | NA | … | … | NA | 30.12 | 17.72 | 9.02 | 8.83 | 55.93 | 10.51 | 8.67 | 14.08 | 17.90 | 38.88 | 4.23 | 19.29 |
| Draw Down(%) | NA | 31.17 | 40.30 | 40.30 | 40.30 | NA | NA | … | … | 0.00 | 31.17 | 16.18 | 0.00 | 2.50 | 4.11 | 0.00 | 0.00 | 1.69 | 6.79 | 26.76 | 1.68 | 0.00 |
| Yield(%) | 0.00 | 12.14 | 6.26 | 6.37 | 10.86 | 7.95 | 5.96 | … | … | 0.00 | 12.14 | 0.00 | 8.61 | 10.19 | 7.00 | 9.97 | 10.26 | 0.00 | 9.68 | 5.04 | 0.00 | 10.34 |
Data as of 02/24/2025, Common starting date is 04/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGLJF (Strauss Group Ltd) |
-13.23%
Oct 2021 – Oct 2024 |
-6.36%
Jan 2020 – Jan 2025 |
5.61%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGLJF (Strauss Group Ltd) |
35.66%
Jan 2017 – Jan 2020 |
26.52%
Mar 2016 – Mar 2021 |
14.56%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart