Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SVTIX NA 11.95% NA NA NA NA NA
Data as of 11/29/2021, Common starting date is 04/01/2019
More Performance Analytics Comparison
Name Start Date End Date
SVTIX 04/01/2019 11/29/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 0.58 11.95 NA NA NA NA NA -19.95 -4.57 5.27
Sharpe Ratio NA -0.61 NA NA NA NA NA -0.65 -0.16 0.45
Standard Deviation(%) NA 32.02 NA NA NA NA NA 33.47 30.20 12.87
Draw Down(%) NA 29.88 NA NA NA NA NA 29.88 33.83 7.59
Yield(%) 0.00 30.67 14.28 8.57 4.29 2.86 2.14 29.85 2.41 10.76
Data as of 11/29/2021, Common starting date is 04/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SVTIX (SVTIX) 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
SVTIX (SVTIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return