Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDEI (Sound Equity Income ETF) | NA | 1.21% | 12.78% | NA | NA | NA | NA | … | … |
Data as of 01/29/2024, Common starting date is 01/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDEI (Sound Equity Income ETF) | 01/06/2021 | 01/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.48 | 1.21 | 12.78 | NA | NA | NA | NA | … | … | 1.60 | 5.01 | 2.32 | 29.12 |
| Sharpe Ratio | NA | -0.22 | 0.61 | NA | NA | NA | NA | … | … | 1.65 | 0.05 | 0.04 | 1.78 |
| Standard Deviation(%) | NA | 15.14 | 17.81 | NA | NA | NA | NA | … | … | 11.95 | 15.65 | 20.98 | 16.54 |
| Draw Down(%) | NA | 12.47 | 16.41 | NA | NA | NA | NA | … | … | 3.37 | 13.26 | 16.41 | 10.20 |
| Yield(%) | 0.15 | 3.53 | 4.43 | 2.61 | 1.31 | 0.87 | 0.65 | … | … | 0.30 | 3.64 | 3.51 | 3.75 |
Data as of 01/29/2024, Common starting date is 01/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDEI (Sound Equity Income ETF) |
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 |
|---|---|---|---|---|
| SDEI (Sound Equity Income ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart