Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGPKX (SGI Peak Growth Fund) | 15.69% | 30.88% | 17.26% | 8.83% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGPKX (SGI Peak Growth Fund) | 06/09/2020 | 06/03/2026 |
| 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 (%) | 0.75 | 30.88 | 17.26 | 8.83 | NA | NA | NA | … | … | 15.69 | 15.32 | 10.31 | 14.09 | -14.28 | 11.20 | 16.10 |
| Sharpe Ratio | NA | 2.43 | 1.12 | 0.44 | NA | NA | NA | … | … | 2.63 | 0.83 | 0.61 | 0.92 | -0.84 | 0.91 | 2.44 |
| Standard Deviation(%) | NA | 11.82 | 12.89 | 14.06 | NA | NA | NA | … | … | 14.89 | 14.97 | 10.93 | 11.45 | 18.73 | 12.27 | 12.30 |
| Draw Down(%) | NA | 8.74 | 16.89 | 21.35 | NA | NA | NA | … | … | 8.74 | 16.42 | 5.96 | 9.89 | 20.78 | 7.00 | 6.76 |
| Yield(%) | 0.00 | 3.33 | 4.71 | 4.60 | 2.80 | 1.86 | 1.40 | … | … | 0.00 | 3.40 | 8.97 | 0.66 | 0.01 | 11.64 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPKX (SGI Peak Growth Fund) |
1.94%
Apr 2021 – Apr 2024 |
6.12%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPKX (SGI Peak Growth Fund) |
18.05%
May 2023 – May 2026 |
8.70%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart