Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRMGF (SpareBank 1 SMN) | 79.64% | 79.64% | 29.43% | 36.95% | 30.72% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRMGF (SpareBank 1 SMN) | 03/17/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 79.64 | 29.43 | 36.95 | 30.72 | NA | NA | … | … | 79.64 | 10.56 | 9.16 | 0.55 | 68.18 | 216.79 | -47.52 | 5.82 | 11.40 | 37.28 | 44.33 | -27.46 | -17.35 |
| Sharpe Ratio | NA | 1.48 | 0.85 | 0.79 | 0.53 | NA | NA | … | … | 3.88 | 0.76 | 0.71 | -5.67 | 0.87 | 2.36 | -0.46 | 0.28 | 0.44 | 1.42 | 2.05 | -0.89 | -1.04 |
| Standard Deviation(%) | NA | 52.05 | 30.93 | 43.57 | 54.47 | NA | NA | … | … | 81.58 | 10.08 | 7.84 | 0.55 | 76.78 | 91.87 | 103.00 | 15.42 | 23.01 | 25.98 | 21.52 | 30.90 | 20.39 |
| Draw Down(%) | NA | 0.02 | 0.02 | 30.30 | 53.51 | NA | NA | … | … | 0.02 | 0.00 | 0.00 | 0.00 | 30.30 | 0.00 | 52.19 | 10.69 | 16.34 | 5.27 | 7.54 | 35.70 | 19.90 |
| Yield(%) | 0.00 | 11.46 | 7.90 | 20.63 | 28.96 | 10.75 | 8.06 | … | … | 11.46 | 9.55 | 0.98 | 0.55 | 57.78 | 57.67 | 4.26 | 5.24 | 0.59 | 0.54 | 4.96 | 0.38 | 3.09 |
Data as of 06/03/2026, Common starting date is 03/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRMGF (SpareBank 1 SMN) |
-19.07%
Mar 2018 – Mar 2021 |
-4.65%
Apr 2015 – Apr 2020 |
15.07%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRMGF (SpareBank 1 SMN) |
75.44%
Mar 2021 – Mar 2024 |
63.24%
Mar 2021 – Mar 2026 |
31.44%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart