Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSSMY (Smith (DS) PLC) | NA | 139.02% | NA | NA | NA | NA | NA | … | … |
Data as of 02/05/2025, Common starting date is 08/22/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSSMY (Smith (DS) PLC) | 08/22/2022 | 02/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.11 | 139.02 | NA | NA | NA | NA | NA | … | … | 5.56 | 126.43 | 9.02 | 7.69 |
| Sharpe Ratio | NA | 3.77 | NA | NA | NA | NA | NA | … | … | 1.86 | 3.61 | 0.84 | 2.26 |
| Standard Deviation(%) | NA | 35.98 | NA | NA | NA | NA | NA | … | … | 39.47 | 33.99 | 6.42 | 8.89 |
| Draw Down(%) | NA | 5.00 | NA | NA | NA | NA | NA | … | … | 5.00 | 4.44 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 8.80 | 8.17 | 4.90 | 2.45 | 1.63 | 1.23 | … | … | 0.00 | 8.80 | 8.43 | 7.27 |
Data as of 02/05/2025, Common starting date is 08/22/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSSMY (Smith (DS) PLC) |
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 |
|---|---|---|---|---|
| DSSMY (Smith (DS) PLC) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart