Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFG-PH (Citizens Financial Group, Inc) | -0.37% | 6.47% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/17/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFG-PH (Citizens Financial Group, Inc) | 05/17/2024 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 6.47 | NA | NA | NA | NA | NA | … | … | -0.37 | 8.65 | 7.78 |
| Sharpe Ratio | NA | 0.56 | NA | NA | NA | NA | NA | … | … | -0.58 | 0.66 | 1.22 |
| Standard Deviation(%) | NA | 6.63 | NA | NA | NA | NA | NA | … | … | 5.67 | 8.76 | 7.67 |
| Draw Down(%) | NA | 3.02 | NA | NA | NA | NA | NA | … | … | 3.02 | 5.83 | 4.50 |
| Yield(%) | 0.00 | 7.10 | 4.56 | 2.74 | 1.37 | 0.91 | 0.68 | … | … | 1.74 | 7.05 | 4.53 |
Data as of 06/11/2026, Common starting date is 05/17/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFG-PH (Citizens Financial Group, Inc) |
0.00%
NA |
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 |
|---|---|---|---|---|
| CFG-PH (Citizens Financial Group, Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart