Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SATA | 4.73% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SATA | 11/06/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.63 | NA | NA | NA | NA | NA | NA | … | … | 4.73 | 10.57 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.36 | 3.27 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 24.45 | 29.27 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 17.06 | 8.85 |
| Yield(%) | 1.08 | 8.46 | 2.82 | 1.69 | 0.85 | 0.56 | 0.42 | … | … | 5.62 | 2.45 |
Data as of 06/05/2026, Common starting date is 11/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SATA (SATA) |
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 |
|---|---|---|---|---|
| SATA (SATA) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart