Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SILVX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS I) | 7.86% | 16.32% | 14.69% | 4.62% | 8.24% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SILVX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS I) | 05/29/2012 | 06/05/2026 |
| 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 (%) | -0.73 | 16.32 | 14.69 | 4.62 | 8.24 | NA | NA | … | … | 7.86 | 8.89 | 17.65 | 10.43 | -15.37 | 1.35 | 11.20 | 27.01 | 0.19 | 16.41 | 8.84 | 3.57 | 14.94 | 27.71 | 5.97 |
| Sharpe Ratio | NA | 1.54 | 1.11 | 0.15 | 0.42 | NA | NA | … | … | 2.03 | 0.46 | 1.41 | 0.61 | -0.87 | 0.06 | 0.37 | 2.46 | -0.08 | 2.61 | 0.84 | 0.26 | 1.61 | 3.12 | 1.12 |
| Standard Deviation(%) | NA | 9.46 | 11.10 | 15.08 | 15.83 | NA | NA | … | … | 9.87 | 13.18 | 9.98 | 11.11 | 19.44 | 20.59 | 29.09 | 10.40 | 15.02 | 6.07 | 10.33 | 13.41 | 9.26 | 8.86 | 9.24 |
| Draw Down(%) | NA | 7.87 | 12.12 | 31.81 | 31.81 | NA | NA | … | … | 7.87 | 12.12 | 5.11 | 8.09 | 20.87 | 16.93 | 31.29 | 4.93 | 18.25 | 2.46 | 7.83 | 9.35 | 5.35 | 5.25 | 4.00 |
| Yield(%) | 0.00 | 8.79 | 12.22 | 6.24 | 6.55 | 7.82 | 5.86 | … | … | 0.00 | 8.88 | 21.88 | 4.96 | 0.94 | 0.20 | 0.41 | 3.32 | 4.24 | 7.92 | 2.80 | 6.80 | 4.68 | 2.86 | 1.25 |
Data as of 06/05/2026, Common starting date is 05/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SILVX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS I) |
-2.62%
Sep 2019 – Sep 2022 |
1.22%
Sep 2018 – Sep 2023 |
6.62%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SILVX (SUMMIT GLOBAL INVESTMENTS U.S. LOW VOLATILITY EQUITY FUND CLASS I) |
16.21%
Jun 2012 – Jun 2015 |
14.58%
Oct 2016 – Oct 2021 |
9.69%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart