Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVFMX (SMEAD VALUE FUND CLASS I3 SHARES) | NA | -0.59% | NA | NA | NA | NA | NA | … | … |
Data as of 12/05/2019, Common starting date is 02/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVFMX (SMEAD VALUE FUND CLASS I3 SHARES) | 02/20/2018 | 12/05/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.59 | NA | NA | NA | NA | NA | … | … | 6.75 | -12.97 |
| Sharpe Ratio | NA | -0.20 | NA | NA | NA | NA | NA | … | … | 1.07 | -0.95 |
| Standard Deviation(%) | NA | 8.65 | NA | NA | NA | NA | NA | … | … | 5.43 | 17.13 |
| Draw Down(%) | NA | 12.23 | NA | NA | NA | NA | NA | … | … | 2.46 | 22.34 |
| Yield(%) | 0.00 | 6.54 | 2.18 | 1.31 | 0.65 | 0.44 | 0.33 | … | … | 0.00 | 6.55 |
Data as of 12/05/2019, Common starting date is 02/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVFMX (SMEAD VALUE FUND CLASS I3 SHARES) |
0.00%
NA |
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 |
|---|---|---|---|---|
| SVFMX (SMEAD VALUE FUND CLASS I3 SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart