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SILVX vs. SILV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SILVX and SILV is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

SILVX vs. SILV

Last updated May 30, 2025

Compare and contrast key facts about SGI U.S. Large Equity Fund (SILVX) and SilverCrest Metals Inc (SILV).

SILVX is managed by Summit Global Investments. It was launched on Feb 29, 2012.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SILVX or SILV.

Performance

SILVX vs. SILV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SGI U.S. Large Equity Fund (SILVX) and SilverCrest Metals Inc (SILV). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

SILVX

YTD

0.91%

1M

1.84%

6M

-3.85%

1Y

11.90%

3Y*

8.16%

5Y*

9.82%

10Y*

9.60%

SILV

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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SGI U.S. Large Equity Fund

SilverCrest Metals Inc

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

SILVX vs. SILV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SILVX
The Risk-Adjusted Performance Rank of SILVX is 6363
Overall Rank
The Sharpe Ratio Rank of SILVX is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of SILVX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of SILVX is 5656
Omega Ratio Rank
The Calmar Ratio Rank of SILVX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of SILVX is 6464
Martin Ratio Rank
SILV
The Risk-Adjusted Performance Rank of SILV is 9191
Overall Rank
The Sharpe Ratio Rank of SILV is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of SILV is 9191
Sortino Ratio Rank
The Omega Ratio Rank of SILV is 8686
Omega Ratio Rank
The Calmar Ratio Rank of SILV is 9292
Calmar Ratio Rank
The Martin Ratio Rank of SILV is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SILVX vs. SILV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SGI U.S. Large Equity Fund (SILVX) and SilverCrest Metals Inc (SILV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

SILVX vs. SILV - Dividend Comparison

SILVX's dividend yield for the trailing twelve months is around 22.82%, while SILV has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
SILVX
SGI U.S. Large Equity Fund		22.82%23.03%4.68%5.21%15.68%0.61%2.67%4.42%7.34%2.61%7.04%4.21%
SILV
SilverCrest Metals Inc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SILVX vs. SILV - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

SILVX vs. SILV - Volatility Comparison

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