Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWNS (CCM Affordable Housing MBS ETF) | 0.24% | 6.67% | 3.88% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWNS (CCM Affordable Housing MBS ETF) | 07/28/2021 | 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 (%) | -0.23 | 6.67 | 3.88 | NA | NA | NA | NA | … | … | 0.24 | 7.75 | 1.67 | 4.12 | -11.02 | -1.15 |
| Sharpe Ratio | NA | 0.71 | 0.10 | NA | NA | NA | NA | … | … | -0.57 | 0.95 | -0.30 | 0.05 | -1.44 | -1.21 |
| Standard Deviation(%) | NA | 4.54 | 6.44 | NA | NA | NA | NA | … | … | 4.57 | 5.16 | 6.44 | 8.90 | 8.66 | 2.20 |
| Draw Down(%) | NA | 3.03 | 7.85 | NA | NA | NA | NA | … | … | 3.03 | 3.16 | 4.34 | 9.10 | 15.46 | 1.70 |
| Yield(%) | 0.00 | 4.41 | 3.71 | 2.62 | 1.31 | 0.87 | 0.66 | … | … | 1.04 | 4.27 | 3.71 | 3.04 | 2.17 | 0.73 |
Data as of 06/10/2026, Common starting date is 07/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWNS (CCM Affordable Housing MBS ETF) |
-2.00%
Oct 2021 – Oct 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 |
|---|---|---|---|---|
| OWNS (CCM Affordable Housing MBS ETF) |
5.48%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart