Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDPMV | 3.24% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/09/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDPMV | 07/09/2025 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | NA | NA | NA | NA | NA | NA | … | … | 3.24 | 4.54 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.57 | 1.63 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 8.99 | 4.22 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 4.04 | 1.14 |
| Yield(%) | 0.00 | 6.58 | 2.19 | 1.32 | 0.66 | 0.44 | 0.33 | … | … | 3.25 | 3.29 |
Data as of 06/08/2026, Common starting date is 07/09/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDPMV (SDPMV) |
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 |
|---|---|---|---|---|
| SDPMV (SDPMV) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart