Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) | 16.98% | 20.30% | 13.00% | -1.40% | 5.63% | 6.02% | 4.99% | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) | 12/07/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 20.30 | 13.00 | -1.40 | 5.63 | 6.02 | 4.99 | … | … | 16.98 | 3.15 | 15.91 | 5.16 | -8.93 | -21.73 | 20.76 | 19.29 | -8.58 | 17.49 | 7.59 | -2.82 | 4.28 | 35.03 | 9.88 | -6.71 | 17.90 | 34.30 | -44.87 | 16.24 | 13.30 | 0.20 |
| Sharpe Ratio | NA | 1.56 | 0.65 | -0.17 | 0.20 | NA | NA | … | … | 3.27 | 0.02 | 0.82 | 0.18 | -0.84 | -0.55 | 0.68 | 1.59 | -0.57 | 1.01 | 0.59 | -0.19 | 0.32 | 2.93 | 0.76 | -0.27 | 0.91 | 1.44 | -1.31 | 0.77 | 0.73 | 0.04 |
| Standard Deviation(%) | NA | 11.62 | 15.09 | 21.30 | 20.28 | NA | NA | … | … | 13.23 | 17.98 | 14.98 | 8.65 | 12.34 | 39.68 | 29.95 | 11.19 | 17.66 | 16.67 | 12.57 | 15.35 | 13.18 | 11.94 | 12.99 | 24.70 | 19.58 | 23.76 | 34.85 | 16.98 | 13.54 | 7.32 |
| Draw Down(%) | NA | 7.42 | 19.98 | 42.15 | 42.15 | NA | NA | … | … | 6.81 | 19.98 | 7.55 | 10.77 | 12.66 | 33.16 | 34.74 | 5.90 | 22.93 | 9.41 | 11.34 | 13.77 | 11.06 | 5.91 | 12.07 | 23.92 | 17.23 | 22.89 | 53.15 | 13.19 | 16.09 | 1.59 |
| Yield(%) | 0.00 | 5.21 | 2.87 | 1.80 | 4.53 | 5.98 | 4.94 | … | … | 0.00 | 5.21 | 0.75 | 1.79 | 0.87 | 3.48 | 0.00 | 0.57 | 18.85 | 10.67 | 0.00 | 12.68 | 16.52 | 13.56 | 4.64 | 0.00 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) |
-16.15%
Feb 2006 – Feb 2009 |
-3.87%
Oct 2007 – Oct 2012 |
1.94%
Oct 2013 – Oct 2023 |
2.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) |
22.68%
Feb 2009 – Feb 2012 |
21.60%
Feb 2009 – Feb 2014 |
12.46%
Feb 2009 – Feb 2019 |
8.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart