Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPYGX (SPYGLASS GROWTH FUND INSTITUTIONAL SHARES) | -8.09% | 6.59% | 22.78% | 1.40% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPYGX (SPYGLASS GROWTH FUND INSTITUTIONAL SHARES) | 01/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | 6.59 | 22.78 | 1.40 | NA | NA | NA | … | … | -8.09 | 18.03 | 38.10 | 54.03 | -47.17 | -6.27 | 61.88 | 36.03 | 7.04 |
| Sharpe Ratio | NA | 0.31 | 0.83 | -0.03 | NA | NA | NA | … | … | -0.66 | 0.49 | 1.48 | 2.07 | -1.13 | -0.28 | 1.68 | 1.88 | 0.23 |
| Standard Deviation(%) | NA | 25.47 | 27.15 | 30.44 | NA | NA | NA | … | … | 31.10 | 31.20 | 23.23 | 24.62 | 42.96 | 22.57 | 36.51 | 18.42 | 25.12 |
| Draw Down(%) | NA | 30.05 | 32.90 | 57.55 | NA | NA | NA | … | … | 28.70 | 32.29 | 16.63 | 17.13 | 48.99 | 21.69 | 38.76 | 11.41 | 23.56 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.43 | 4.03 | 2.69 | 2.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 12.90 | 4.20 | 2.09 | 5.05 |
Data as of 06/04/2026, Common starting date is 01/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPYGX (SPYGLASS GROWTH FUND INSTITUTIONAL SHARES) |
-10.93%
Jun 2021 – Jun 2024 |
-1.70%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPYGX (SPYGLASS GROWTH FUND INSTITUTIONAL SHARES) |
35.49%
Feb 2018 – Feb 2021 |
13.28%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart