Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBRWX (Saba Capital Income & Opportunities Fund) | 3.63% | 1.20% | 9.38% | 25.03% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBRWX (Saba Capital Income & Opportunities Fund) | 12/08/2020 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 1.20 | 9.38 | 25.03 | NA | NA | NA | … | … | 3.63 | 2.60 | 15.65 | 11.03 | 107.88 | 9.28 | 0.59 |
| Sharpe Ratio | NA | -0.19 | 0.68 | 0.70 | NA | NA | NA | … | … | 0.90 | -0.03 | 1.28 | 0.87 | 1.53 | 1.18 | 6.57 |
| Standard Deviation(%) | NA | 7.79 | 9.06 | 32.24 | NA | NA | NA | … | … | 6.44 | 9.46 | 9.38 | 8.52 | 69.98 | 7.75 | 2.00 |
| Draw Down(%) | NA | 9.64 | 9.64 | 9.64 | NA | NA | NA | … | … | 3.03 | 8.89 | 4.43 | 4.37 | 6.57 | 3.42 | 0.00 |
| Yield(%) | 1.13 | 12.10 | 12.46 | 38.61 | 19.63 | 13.09 | 9.81 | … | … | 6.56 | 11.79 | 11.25 | 14.28 | 35.65 | 9.96 | 0.59 |
Data as of 06/12/2026, Common starting date is 12/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBRWX (Saba Capital Income & Opportunities Fund) |
7.79%
Jan 2023 – Jan 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 |
|---|---|---|---|---|
| XBRWX (Saba Capital Income & Opportunities Fund) |
39.22%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart