Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEBFF (Smart Employee Benefits Inc) | NA | 33.39% | 12.33% | 1.89% | NA | NA | NA | … | … |
Data as of 03/03/2023, Common starting date is 07/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEBFF (Smart Employee Benefits Inc) | 07/30/2014 | 03/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | 33.39 | 12.33 | 1.89 | NA | NA | NA | … | … | 65.12 | -26.48 | 54.98 | -24.66 | -9.82 | 45.18 | 0.00 | -65.43 | -12.39 | 0.65 |
| Sharpe Ratio | NA | 0.32 | 0.03 | 0.00 | NA | NA | NA | … | … | 14.86 | -0.32 | 0.08 | -0.27 | -1.04 | 0.68 | 0.00 | -0.62 | -0.75 | 0.73 |
| Standard Deviation(%) | NA | 96.00 | 394.25 | 305.98 | NA | NA | NA | … | … | 129.23 | 86.34 | 669.88 | 92.33 | 10.81 | 64.77 | NA | 106.21 | 16.57 | 2.09 |
| Draw Down(%) | NA | 65.02 | 99.62 | 99.62 | NA | NA | NA | … | … | 3.08 | 65.17 | 99.62 | 60.01 | 9.82 | 24.20 | 0.00 | 65.43 | 13.32 | 0.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/03/2023, Common starting date is 07/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBFF (Smart Employee Benefits Inc) |
-32.84%
Dec 2014 – Dec 2017 |
-23.28%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBFF (Smart Employee Benefits Inc) |
12.80%
Jan 2020 – Jan 2023 |
13.44%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart