Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGPPF (The SPAR Group Ltd) | NA | 0.00% | -13.88% | -6.47% | 14.92% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGPPF (The SPAR Group Ltd) | 10/10/2013 | 09/26/2025 |
| 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 | 0.00 | -13.88 | -6.47 | 14.92 | NA | NA | … | … | 0.00 | 0.00 | -19.45 | -12.21 | -6.12 | -6.60 | 96.63 | 7.42 | 46.59 | 98.69 | 55.69 | 76.02 | 28.64 |
| Sharpe Ratio | NA | 0.00 | -0.78 | -0.33 | 0.36 | NA | NA | … | … | 0.00 | 0.00 | -0.69 | -0.35 | -0.22 | -0.29 | 1.52 | 0.47 | 0.98 | 1.94 | 1.22 | 1.77 | 3.33 |
| Standard Deviation(%) | NA | NA | 22.18 | 26.28 | 37.85 | NA | NA | … | … | NA | NA | 33.85 | 39.17 | 27.53 | 23.19 | 62.40 | 13.02 | 47.25 | 50.69 | 45.62 | 43.01 | 63.26 |
| Draw Down(%) | NA | 0.00 | 36.14 | 46.71 | 46.71 | NA | NA | … | … | 0.00 | 0.00 | 27.41 | 31.04 | 27.16 | 22.18 | 20.65 | 5.69 | 17.30 | 16.28 | 21.71 | 12.46 | 4.17 |
| Yield(%) | 0.00 | 0.00 | 0.47 | 5.42 | 17.26 | 20.70 | 15.53 | … | … | 0.00 | 0.00 | 0.00 | 19.54 | 4.82 | 4.36 | 58.18 | 1.54 | 33.56 | 59.64 | 51.60 | 46.96 | 25.50 |
Data as of 09/26/2025, Common starting date is 10/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPPF (The SPAR Group Ltd) |
-18.93%
Jun 2021 – Jun 2024 |
-9.12%
Dec 2019 – Dec 2024 |
14.81%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPPF (The SPAR Group Ltd) |
84.28%
Mar 2014 – Mar 2017 |
63.53%
Nov 2013 – Nov 2018 |
29.68%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart