Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMA | NA | 42.62% | 2.80% | 8.33% | 8.22% | 8.31% | NA | … | … |
Data as of 05/29/2025, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMA | 01/05/2010 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.42 | 42.62 | 2.80 | 8.33 | 8.22 | 8.31 | NA | … | … | 21.03 | -1.08 | -1.87 | -19.33 | 23.06 | 3.33 | 40.55 | -10.99 | 15.45 | 13.55 | -2.41 | 21.81 | -18.53 | 8.07 | 2.50 | 33.15 |
| Sharpe Ratio | NA | 0.82 | -0.20 | 0.12 | 0.22 | NA | NA | … | … | 2.92 | -0.13 | -0.23 | -0.92 | 1.49 | 0.08 | 2.23 | -0.63 | 1.16 | 0.73 | -0.12 | 1.52 | -1.11 | 0.61 | 0.09 | 1.40 |
| Standard Deviation(%) | NA | 36.49 | 28.78 | 25.20 | 24.24 | NA | NA | … | … | 19.56 | 36.62 | 24.10 | 22.75 | 15.48 | 39.52 | 17.50 | 19.83 | 12.80 | 18.19 | 21.05 | 14.32 | 16.79 | 13.15 | 27.25 | 23.77 |
| Draw Down(%) | NA | 19.56 | 35.16 | 36.02 | 36.02 | NA | NA | … | … | 7.57 | 19.56 | 26.29 | 28.16 | 5.96 | 35.92 | 9.94 | 19.43 | 7.45 | 13.22 | 13.57 | 6.84 | 25.40 | 13.08 | 18.30 | 11.67 |
| Yield(%) | 0.00 | 7.67 | 4.54 | 5.46 | 5.62 | 5.85 | 4.35 | … | … | 2.76 | 6.90 | 5.38 | 4.01 | 4.93 | 4.33 | 5.61 | 3.53 | 4.86 | 4.89 | 3.97 | 4.67 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/29/2025, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMA (EMA) |
-5.05%
Jun 2021 – Jun 2024 |
0.72%
Apr 2013 – Apr 2018 |
4.50%
Oct 2012 – Oct 2022 |
7.66%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMA (EMA) |
21.36%
Dec 2018 – Dec 2021 |
12.93%
Dec 2016 – Dec 2021 |
9.36%
Feb 2010 – Feb 2020 |
8.21%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison Chart