SPRVX vs. AIEQ

In the year-to-date period, SPRVX achieves a -76.51% return, which is significantly lower than AIEQ's 1.38% return.

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SPRVX has a 0.76% expense ratio, which is lower than AIEQ's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sprucegrove International Equity Fund (SPRVX) and AI Powered Equity ETF (AIEQ). 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.

The current SPRVX Sharpe Ratio is -0.97, which is lower than the AIEQ Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of SPRVX and AIEQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SPRVX's dividend yield for the trailing twelve months is around 29.78%, more than AIEQ's 0.27% yield.

The maximum SPRVX drawdown since its inception was -79.13%, which is greater than AIEQ's maximum drawdown of -38.97%. Use the drawdown chart below to compare losses from any high point for SPRVX and AIEQ.

Sprucegrove International Equity Fund (SPRVX) has a higher volatility of 150.23% compared to AI Powered Equity ETF (AIEQ) at 6.31%. This indicates that SPRVX's price experiences larger fluctuations and is considered to be riskier than AIEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.