Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGMT (Ballast Small/Mid Cap ETF) | 9.32% | 26.29% | 14.07% | 6.76% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGMT (Ballast Small/Mid Cap ETF) | 12/08/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 26.29 | 14.07 | 6.76 | NA | NA | NA | … | … | 9.32 | 6.95 | 12.96 | 17.87 | -14.52 | 40.77 | 2.85 |
| Sharpe Ratio | NA | 1.38 | 0.59 | 0.23 | NA | NA | NA | … | … | 1.24 | 0.19 | 0.50 | 0.86 | -0.69 | 2.23 | 4.38 |
| Standard Deviation(%) | NA | 17.47 | 19.01 | 19.52 | NA | NA | NA | … | … | 17.85 | 21.45 | 18.65 | 16.62 | 23.24 | 18.26 | 12.69 |
| Draw Down(%) | NA | 12.31 | 23.76 | 24.95 | NA | NA | NA | … | … | 12.31 | 22.29 | 11.09 | 13.02 | 24.95 | 6.98 | 1.57 |
| Yield(%) | 0.00 | 0.39 | 0.80 | 0.65 | 0.45 | 0.30 | 0.23 | … | … | 0.00 | 0.36 | 0.58 | 1.36 | 0.76 | 0.36 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGMT (Ballast Small/Mid Cap ETF) |
0.64%
Jun 2021 – Jun 2024 |
6.73%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGMT (Ballast Small/Mid Cap ETF) |
15.88%
Sep 2022 – Sep 2025 |
11.71%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart