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
SGLC (Rbb Fund Inc. – Sgi U.S Large Cap Core Equity Fund) 14.15% 32.78% 21.21% NA NA NA NA
Data as of 06/15/2026, Common starting date is 03/31/2023
More Performance Analytics Comparison
Name Start Date End Date
SGLC (Rbb Fund Inc. – Sgi U.S Large Cap Core Equity Fund) 03/31/2023 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 2.03 32.78 21.21 NA NA NA NA 14.15 17.32 20.19 18.94
Sharpe Ratio NA 1.96 1.11 NA NA NA NA 1.59 0.74 1.17 1.77
Standard Deviation(%) NA 13.96 16.21 NA NA NA NA 16.83 19.51 14.19 12.64
Draw Down(%) NA 9.67 20.24 NA NA NA NA 9.67 20.02 8.97 10.03
Yield(%) 0.00 0.27 4.14 2.67 1.33 0.89 0.67 0.00 0.27 9.63 1.74
Data as of 06/15/2026, Common starting date is 03/31/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGLC (Rbb Fund Inc. – Sgi U.S Large Cap Core Equity Fund) 20.80%
Apr 2023 – Apr 2026
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
SGLC (Rbb Fund Inc. – Sgi U.S Large Cap Core Equity Fund) 23.35%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return