Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJIIU (South Jersey Industries Inc) | NA | 7.29% | 12.96% | NA | NA | NA | NA | … | … |
Data as of 03/28/2024, Common starting date is 03/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJIIU (South Jersey Industries Inc) | 03/18/2021 | 03/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.29 | 12.96 | NA | NA | NA | NA | … | … | 1.61 | 3.27 | 23.69 | 16.25 |
| Sharpe Ratio | NA | 0.06 | 0.28 | NA | NA | NA | NA | … | … | 0.97 | -0.02 | 0.76 | 1.00 |
| Standard Deviation(%) | NA | 62.10 | 40.90 | NA | NA | NA | NA | … | … | 3.25 | 62.36 | 29.29 | 20.83 |
| Draw Down(%) | NA | 33.33 | 36.90 | NA | NA | NA | NA | … | … | 0.00 | 34.97 | 9.27 | 19.45 |
| Yield(%) | 0.00 | 4.86 | 2.18 | 1.37 | 0.68 | 0.46 | 0.34 | … | … | 1.59 | 3.19 | 0.00 | 0.00 |
Data as of 03/28/2024, Common starting date is 03/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJIIU (South Jersey Industries Inc) |
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 |
|---|---|---|---|---|
| SJIIU (South Jersey Industries Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart