SanJac Alpha ETFs: record by period

SanJac Alpha’s 1-Year Record

1Y

2 of 2 Made Money0 lostSanJac Alpha typical +2.3% · All ETFs +7.8%

Made money · 2

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%2BestSJLD+2.3%

Lost money · 0

0–5%0

5–10%0

More than 10%0

SanJac Alpha ETFs · past-year returns · 2 funds with a full year · as of Nov 5, 2026

SanJac Alpha’s Returns by Bucket

1Y

BucketYTD1YMoney made

Bonds & cash2 funds · $9.7M+1.6%+2.1%$195K

SanJac Alpha ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

SanJac Alpha’s Best ETFs

YTD

+2.3%SJLD, Low Duration, led SanJac Alpha

1SJLDLow Duration+2.3%

2SJCPCore Plus Bond+1.4%

SanJac Alpha ETFs · year-to-date returns · as of Nov 5, 2026

SanJac Alpha’s Worst ETFs

YTD

No SanJac Alpha fund is down this year.

SanJac Alpha ETFs · year-to-date returns · as of Nov 5, 2026

SanJac Alpha’s ETF Returns

YTD

2–0up · down this year
of 2 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+1.8%

BestSJLD +2.3%

WorstSJCP +1.4%

SanJac Alpha ETFs · year-to-date returns · as of Nov 5, 2026

Top 2 SanJac Alpha ETFs

1Y

SJLD+2.3%

SJCP+2.0%

Best first · dashed line = SanJac Alpha typical +2.3%

SanJac Alpha ETFs · past-year returns · as of Nov 5, 2026

SanJac Alpha’s Money Made

1Y

$195Kmade by the 2 largest · 100% of $195K

SanJac Alpha ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

SanJac Alpha’s Best and Worst ETFs

1Y

Best 2 of 2

SJLDLow Duration+2.3%

SJCPCore Plus Bond+2.0%

End-of-day Nov 5, 2026 · funds with a full year

SanJac Alpha’s Record by Bucket

1Y

Bonds & cash2 of 2

SanJac Alpha ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

1Y

$1.66Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$435B

3SPDR$237B

4Invesco$102B

5Schwab$92.2B

End-of-day Nov 5, 2026

SanJac Alpha’s Losing ETFs

1Y

0funds lost money

SanJac Alpha ETFs · past-year returns · as of Nov 5, 2026 · worst first

SanJac Alpha’s Newest ETFs

1Y

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

SanJac Alpha ETFs · launched in the past year · as of Nov 5, 2026

SASanJac Alpha

Record

SanJac Alpha