Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGPYY (Sage Group PLC ADR) | -16.02% | -26.83% | 5.46% | 7.37% | 5.16% | 9.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGPYY (Sage Group PLC ADR) | 10/05/2007 | 06/04/2026 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.64 | -26.83 | 5.46 | 7.37 | 5.16 | 9.35 | NA | … | … | -16.02 | -7.07 | 8.58 | 70.58 | -20.50 | 49.48 | -19.09 | 33.52 | -27.46 | 39.05 | -9.84 | 29.15 | 10.88 | 49.90 | 10.10 | 8.39 | 23.01 | 46.07 | -42.61 | -7.21 |
| Sharpe Ratio | NA | -1.16 | 0.05 | 0.14 | 0.11 | NA | NA | … | … | -1.30 | -0.44 | 0.18 | 3.12 | -0.70 | 2.18 | -0.49 | 1.28 | -0.87 | 1.61 | -0.33 | 1.02 | 0.51 | 2.15 | 0.43 | 0.26 | 0.73 | 1.38 | -0.87 | -0.68 |
| Standard Deviation(%) | NA | 27.08 | 26.44 | 26.62 | 28.71 | NA | NA | … | … | 34.94 | 22.91 | 27.83 | 21.69 | 31.54 | 22.67 | 38.99 | 25.09 | 33.28 | 23.92 | 30.35 | 28.60 | 21.26 | 23.16 | 23.58 | 32.27 | 31.26 | 33.22 | 49.78 | 43.75 |
| Draw Down(%) | NA | 38.84 | 38.84 | 38.84 | 44.60 | NA | NA | … | … | 29.30 | 20.15 | 22.49 | 10.44 | 36.32 | 8.58 | 40.29 | 21.51 | 40.88 | 8.32 | 20.80 | 16.01 | 21.99 | 12.87 | 21.42 | 22.52 | 16.81 | 16.64 | 51.25 | 21.66 |
| Yield(%) | 0.00 | 1.05 | 2.15 | 2.50 | 2.46 | 4.56 | 3.74 | … | … | 1.23 | 1.73 | 1.69 | 2.57 | 2.04 | 3.00 | 2.18 | 2.74 | 1.95 | 2.31 | 2.19 | 2.62 | 2.97 | 8.59 | 3.57 | 2.81 | 3.11 | 4.32 | 3.60 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPYY (Sage Group PLC ADR) |
-7.81%
Dec 2017 – Dec 2020 |
-1.41%
Dec 2017 – Dec 2022 |
4.56%
Mar 2016 – Mar 2026 |
7.80%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGPYY (Sage Group PLC ADR) |
36.40%
May 2012 – May 2015 |
29.44%
Feb 2009 – Feb 2014 |
17.96%
Mar 2009 – Mar 2019 |
16.77%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart