Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGRP (SPAR Group, Inc.) | -6.33% | -28.16% | -16.48% | -12.83% | -2.97% | -4.69% | -1.73% | … | … |
Data as of 06/04/2026, Common starting date is 03/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGRP (SPAR Group, Inc.) | 03/01/1996 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -28.16 | -16.48 | -12.83 | -2.97 | -4.69 | -1.73 | … | … | -6.33 | -60.31 | 89.11 | -22.31 | 5.69 | 6.96 | -11.54 | 140.74 | -56.10 | 23.00 | -1.96 | -27.14 | -29.29 | 13.79 | 74.00 | 20.48 | 3.75 | 6.67 | 8.70 | -43.44 | 35.56 | -14.29 | -67.19 | 0.95 | 77.09 | 120.31 | -75.93 | 35.00 | -50.00 | -52.38 | -32.26 |
| Sharpe Ratio | NA | -0.65 | -0.29 | -0.27 | -0.07 | NA | NA | … | … | -0.43 | -1.45 | 0.94 | -0.59 | 0.07 | 0.10 | -0.14 | 2.10 | -0.89 | 0.06 | -0.55 | -0.43 | -0.82 | -0.07 | 0.67 | 0.02 | -0.18 | -0.07 | -0.05 | -0.74 | 0.16 | -0.31 | -0.66 | -0.29 | 0.66 | 0.55 | -0.61 | 0.46 | -0.16 | -1.28 | -0.50 |
| Standard Deviation(%) | NA | 49.32 | 63.68 | 62.73 | 67.73 | NA | NA | … | … | 53.63 | 44.13 | 88.38 | 45.44 | 62.69 | 72.88 | 84.70 | 56.00 | 87.56 | 58.60 | 64.90 | 105.75 | 58.18 | 69.15 | 83.39 | 112.06 | 82.82 | 162.58 | 204.30 | 89.11 | 84.95 | 114.25 | 132.15 | 63.46 | 86.82 | 185.72 | 237.13 | 129.84 | 103.66 | 77.08 | 80.62 |
| Draw Down(%) | NA | 60.31 | 82.49 | 82.49 | 82.49 | NA | NA | … | … | 42.86 | 62.25 | 51.18 | 34.81 | 38.97 | 47.06 | 54.55 | 20.99 | 75.25 | 30.72 | 24.17 | 54.26 | 38.14 | 43.33 | 28.57 | 59.40 | 33.64 | 52.00 | 77.08 | 60.69 | 35.71 | 68.86 | 87.27 | 42.73 | 30.55 | 58.18 | 94.85 | 60.00 | 75.48 | 55.68 | 69.16 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/04/2026, Common starting date is 03/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRP (SPAR Group, Inc.) |
-56.74%
Apr 1996 – Apr 1999 |
-50.89%
Apr 1996 – Apr 2001 |
-26.31%
Apr 1996 – Apr 2006 |
-16.68%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGRP (SPAR Group, Inc.) |
80.08%
Nov 2000 – Nov 2003 |
30.43%
Jun 2009 – Jun 2014 |
11.12%
Oct 2004 – Oct 2014 |
12.78%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart