Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVVB (Savi Financial Corporation Inc) | NA | 19.73% | 23.03% | 18.60% | NA | NA | NA | … | … |
Data as of 11/06/2025, Common starting date is 04/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVVB (Savi Financial Corporation Inc) | 04/05/2018 | 11/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.73 | 23.03 | 18.60 | NA | NA | NA | … | … | 16.56 | 115.41 | -16.55 | -21.50 | 31.88 | -31.33 | 10.95 | 4.48 |
| Sharpe Ratio | NA | 1.77 | 0.68 | 0.58 | NA | NA | NA | … | … | 1.67 | 2.70 | -0.77 | -1.45 | 0.95 | -0.92 | 0.78 | 0.13 |
| Standard Deviation(%) | NA | 9.44 | 29.04 | 28.36 | NA | NA | NA | … | … | 10.08 | 40.78 | 27.20 | 15.85 | 36.33 | 34.20 | 12.22 | 36.03 |
| Draw Down(%) | NA | 2.67 | 35.77 | 53.31 | NA | NA | NA | … | … | 2.67 | 6.54 | 31.80 | 23.64 | 24.92 | 40.43 | 6.94 | 23.36 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/06/2025, Common starting date is 04/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVVB (Savi Financial Corporation Inc) |
-10.33%
Dec 2019 – Dec 2022 |
-12.31%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVVB (Savi Financial Corporation Inc) |
23.03%
Oct 2022 – Oct 2025 |
18.48%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart