Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SLGRF (SLM Solutions Group AG) NA 74.12% 34.58% -3.80% NA NA NA
Data as of 09/22/2023, Common starting date is 11/18/2014
More Performance Analytics Comparison
Name Start Date End Date
SLGRF (SLM Solutions Group AG) 11/18/2014 09/22/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 74.12 34.58 -3.80 NA NA NA 74.12 -35.15 33.67 2.86 51.05 -77.90 68.31 60.20 -11.13 1.48
Sharpe Ratio NA 1.26 0.46 -0.08 NA NA NA 1.70 -0.53 0.88 0.03 1.25 -1.23 1.89 1.04 -0.95 3.14
Standard Deviation(%) NA 55.57 71.27 68.04 NA NA NA 65.26 69.68 60.45 89.27 39.87 64.55 36.06 57.48 11.79 4.33
Draw Down(%) NA 0.00 65.28 73.96 NA NA NA 0.00 48.86 36.21 65.89 22.11 78.36 20.24 30.46 11.13 0.00
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
Data as of 09/22/2023, Common starting date is 11/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLGRF (SLM Solutions Group AG) -45.34%
Apr 2017 – Apr 2020
-27.15%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLGRF (SLM Solutions Group AG) 36.98%
Jan 2015 – Jan 2018
1.47%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return