Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSMR (McElhenny Sheffield Managed Risk ETF) | 4.51% | 20.17% | 16.42% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSMR (McElhenny Sheffield Managed Risk ETF) | 11/17/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.68 | 20.17 | 16.42 | NA | NA | NA | NA | … | … | 4.51 | 17.06 | 21.58 | 18.77 | -11.88 | -1.12 |
| Sharpe Ratio | NA | 1.57 | 1.25 | NA | NA | NA | NA | … | … | 0.71 | 1.35 | 1.64 | 1.38 | -2.06 | -1.06 |
| Standard Deviation(%) | NA | 12.38 | 11.30 | NA | NA | NA | NA | … | … | 13.89 | 10.56 | 10.94 | 11.03 | 6.48 | 8.58 |
| Draw Down(%) | NA | 7.05 | 8.84 | NA | NA | NA | NA | … | … | 7.05 | 8.84 | 4.92 | 8.66 | 13.50 | 3.55 |
| Yield(%) | 0.00 | 2.20 | 2.18 | 1.47 | 0.73 | 0.49 | 0.37 | … | … | 0.76 | 1.73 | 2.71 | 0.95 | 0.57 | 0.07 |
Data as of 06/10/2026, Common starting date is 11/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSMR (McElhenny Sheffield Managed Risk ETF) |
8.36%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| MSMR (McElhenny Sheffield Managed Risk ETF) |
20.11%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart