Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDTY | 6.36% | 22.02% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/06/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDTY | 02/06/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.44 | 22.02 | NA | NA | NA | NA | NA | … | … | 6.36 | 9.82 |
| Sharpe Ratio | NA | 1.79 | NA | NA | NA | NA | NA | … | … | 0.92 | 0.44 |
| Standard Deviation(%) | NA | 11.33 | NA | NA | NA | NA | NA | … | … | 12.92 | 18.54 |
| Draw Down(%) | NA | 8.02 | NA | NA | NA | NA | NA | … | … | 8.02 | 18.63 |
| Yield(%) | 0.50 | 24.71 | 9.86 | 5.92 | 2.96 | 1.97 | 1.48 | … | … | 11.51 | 19.42 |
Data as of 06/09/2026, Common starting date is 02/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDTY (SDTY) |
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 |
|---|---|---|---|---|
| SDTY (SDTY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart