Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0P0001N4II | NA | 7.00% | 2.41% | NA | NA | NA | NA | … | … |
Data as of 06/05/2025, Common starting date is 03/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0P0001N4II | 03/07/2022 | 06/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 7.00 | 2.41 | NA | NA | NA | NA | … | … | 2.51 | 8.17 | 7.56 | -13.49 |
| Sharpe Ratio | NA | 0.46 | -0.10 | NA | NA | NA | NA | … | … | 0.28 | 0.80 | 0.58 | -1.82 |
| Standard Deviation(%) | NA | 8.04 | 7.81 | NA | NA | NA | NA | … | … | 10.51 | 5.67 | 6.75 | 9.83 |
| Draw Down(%) | NA | 8.63 | 14.12 | NA | NA | NA | NA | … | … | 8.63 | 2.97 | 6.22 | 18.40 |
| Yield(%) | 0.00 | 10.84 | 7.25 | 4.18 | 2.09 | 1.39 | 1.04 | … | … | 4.48 | 10.92 | 9.15 | 0.00 |
Data as of 06/05/2025, Common starting date is 03/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0P0001N4II (0P0001N4II) |
0.71%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| 0P0001N4II (0P0001N4II) |
2.17%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart