Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDJYX | NA | 6.06% | 8.00% | NA | NA | NA | NA | … | … |
Data as of 12/28/2021, Common starting date is 12/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDJYX | 12/27/2018 | 12/28/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.06 | 8.00 | NA | NA | NA | NA | … | … | 5.97 | 7.12 | -0.17 | 0.00 |
| Sharpe Ratio | NA | 0.91 | 0.75 | NA | NA | NA | NA | … | … | 0.90 | 0.48 | -0.16 | 0.00 |
| Standard Deviation(%) | NA | 6.66 | 9.95 | NA | NA | NA | NA | … | … | 6.67 | 14.15 | 9.90 | NA |
| Draw Down(%) | NA | 3.49 | 17.25 | NA | NA | NA | NA | … | … | 3.49 | 17.25 | 9.90 | 0.00 |
| Yield(%) | 0.00 | 0.72 | 2.04 | 1.23 | 0.61 | 0.41 | 0.31 | … | … | 0.00 | 0.77 | 5.32 | 0.00 |
Data as of 12/28/2021, Common starting date is 12/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDJYX (SDJYX) |
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 |
|---|---|---|---|---|
| SDJYX (SDJYX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart