Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGSOF (SGS SA) | -0.82% | 5.85% | 8.50% | 0.91% | 5.62% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGSOF (SGS SA) | 04/19/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | 5.85 | 8.50 | 0.91 | 5.62 | NA | NA | … | … | -0.82 | 0.91 | 31.87 | -2.04 | -26.91 | 10.57 | 16.62 | 21.04 | -4.88 | 27.76 | 7.30 | -1.87 | -5.32 | 3.76 | 14.84 |
| Sharpe Ratio | NA | 0.18 | 0.19 | 0.00 | 0.02 | NA | NA | … | … | -0.09 | -0.05 | 0.81 | -0.01 | -0.88 | 0.50 | 0.35 | 1.36 | -0.29 | 1.84 | 0.36 | -0.08 | -0.21 | 0.17 | 1.12 |
| Standard Deviation(%) | NA | 48.09 | 38.50 | 289.56 | 205.33 | NA | NA | … | … | 52.59 | 43.69 | 34.98 | 645.39 | 32.43 | 21.16 | 46.19 | 14.34 | 21.92 | 14.79 | 19.68 | 22.68 | 25.39 | 21.36 | 19.72 |
| Draw Down(%) | NA | 21.50 | 25.05 | 97.02 | 97.02 | NA | NA | … | … | 21.50 | 23.29 | 18.19 | 96.73 | 36.19 | 10.86 | 39.85 | 9.68 | 15.82 | 8.49 | 14.35 | 15.55 | 25.43 | 17.82 | 7.81 |
| Yield(%) | 0.00 | 0.00 | 2.60 | 1.19 | 2.65 | 2.87 | 2.15 | … | … | 0.00 | 3.74 | 4.24 | 3.77 | 2.68 | 2.82 | 3.05 | 3.51 | 3.16 | 3.51 | 3.55 | 3.30 | 3.34 | 1.30 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGSOF (SGS SA) |
-8.02%
Jun 2021 – Jun 2024 |
-2.31%
Apr 2018 – Apr 2023 |
0.24%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGSOF (SGS SA) |
17.83%
Jan 2015 – Jan 2018 |
13.66%
Dec 2016 – Dec 2021 |
8.79%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart