Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMA | 7.78% | -7.92% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/02/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMA | 04/02/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.32 | -7.92 | NA | NA | NA | NA | NA | … | … | 7.78 | -2.20 |
| Sharpe Ratio | NA | -0.54 | NA | NA | NA | NA | NA | … | … | 0.07 | -0.25 |
| Standard Deviation(%) | NA | 26.45 | NA | NA | NA | NA | NA | … | … | 30.88 | 22.95 |
| Draw Down(%) | NA | 21.77 | NA | NA | NA | NA | NA | … | … | 14.40 | 20.62 |
| Yield(%) | 0.00 | 4.31 | 1.90 | 1.14 | 0.57 | 0.38 | 0.29 | … | … | 2.16 | 3.69 |
Data as of 06/09/2026, Common starting date is 04/02/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMA (SMA) |
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 |
|---|---|---|---|---|
| SMA (SMA) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart