Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGSOY (SGS SA) | 3.08% | 13.33% | 11.65% | 1.98% | 5.96% | 5.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGSOY (SGS SA) | 01/31/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 13.33 | 11.65 | 1.98 | 5.96 | 5.69 | NA | … | … | 3.08 | 19.43 | 20.18 | -4.10 | -29.27 | 16.22 | 14.28 | 24.88 | -10.86 | 32.82 | 9.76 | -3.08 | -9.66 | 4.36 | 37.33 | -0.13 | 30.86 | 27.23 | -17.84 |
| Sharpe Ratio | NA | 0.53 | 0.40 | -0.03 | 0.22 | NA | NA | … | … | 0.27 | 0.70 | 0.71 | -0.39 | -1.14 | 1.06 | 0.44 | 1.54 | -0.70 | 2.40 | 0.47 | -0.15 | -0.54 | 0.21 | 1.95 | -0.01 | 1.16 | 0.87 | -0.39 |
| Standard Deviation(%) | NA | 20.52 | 22.70 | 22.76 | 21.50 | NA | NA | … | … | 22.73 | 23.72 | 23.41 | 20.20 | 27.01 | 15.25 | 31.42 | 15.22 | 17.59 | 13.47 | 20.45 | 20.07 | 18.05 | 20.14 | 19.31 | 30.76 | 26.57 | 31.36 | 51.96 |
| Draw Down(%) | NA | 17.89 | 23.07 | 36.92 | 36.92 | NA | NA | … | … | 17.89 | 18.02 | 16.41 | 17.98 | 36.92 | 11.05 | 30.66 | 10.63 | 19.27 | 10.56 | 18.54 | 16.66 | 23.18 | 15.81 | 11.39 | 24.92 | 17.96 | 21.07 | 53.49 |
| Yield(%) | 0.00 | 3.97 | 4.24 | 1.87 | 3.07 | 3.17 | 3.95 | … | … | 3.60 | 3.90 | 4.26 | 3.63 | 2.59 | 2.94 | 2.99 | 3.47 | 3.03 | 3.49 | 3.76 | 3.36 | 1.71 | 1.31 | 2.29 | 1.46 | 1.35 | 2.46 | 2.52 |
Data as of 06/04/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGSOY (SGS SA) |
-7.62%
Dec 2020 – Dec 2023 |
-1.26%
Sep 2018 – Sep 2023 |
1.70%
Oct 2013 – Oct 2023 |
5.30%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGSOY (SGS SA) |
29.58%
Feb 2009 – Feb 2012 |
24.35%
Feb 2009 – Feb 2014 |
13.54%
Feb 2009 – Feb 2019 |
9.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart