Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STGXF (Smartgroup Corporation Ltd) | NA | 11.57% | 14.81% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STGXF (Smartgroup Corporation Ltd) | 04/29/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.57 | 14.81 | NA | NA | NA | NA | … | … | 11.57 | 38.18 | -1.83 | 4.61 | -6.75 |
| Sharpe Ratio | NA | 1.52 | 0.63 | NA | NA | NA | NA | … | … | 2.01 | 1.32 | -0.35 | 1.00 | -0.87 |
| Standard Deviation(%) | NA | 5.60 | 17.96 | NA | NA | NA | NA | … | … | 6.52 | 26.22 | 15.72 | 3.19 | 11.27 |
| Draw Down(%) | NA | 0.00 | 12.88 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 12.88 | 0.00 | 10.18 |
| Yield(%) | 0.00 | 10.79 | 8.41 | 5.81 | 2.91 | 1.94 | 1.45 | … | … | 10.79 | 7.01 | 5.88 | 4.45 | 1.98 |
Data as of 09/26/2025, Common starting date is 04/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STGXF (Smartgroup Corporation Ltd) |
12.37%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STGXF (Smartgroup Corporation Ltd) |
14.00%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart