Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SGPLF (Saga plc) NA -26.07% 23.03% NA NA NA NA
Data as of 05/25/2022, Common starting date is 08/08/2018
More Performance Analytics Comparison
Name Start Date End Date
SGPLF (Saga plc) 08/08/2018 05/25/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018
Annualized Return (%) 0.00 -26.07 23.03 NA NA NA NA -27.03 32.60 313.25 -60.79 7.34
Sharpe Ratio NA -0.89 0.13 NA NA NA NA -1.13 1.55 1.13 -0.56 1.77
Standard Deviation(%) NA 29.41 175.11 NA NA NA NA 48.90 35.86 275.41 110.31 10.22
Draw Down(%) NA 30.77 67.45 NA NA NA NA 30.77 0.00 67.45 71.56 0.87
Yield(%) 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 05/25/2022, Common starting date is 08/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGPLF (Saga plc) 28.13%
Apr 2019 – Apr 2022
0.00%
NA
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGPLF (Saga plc) 39.07%
Mar 2019 – Mar 2022
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NA
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return