Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SMARYX NA 20.46% NA NA NA NA NA
Data as of 10/06/2021, Common starting date is 07/10/2020
More Performance Analytics Comparison
Name Start Date End Date
SMARYX 07/10/2020 10/06/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) -0.56 20.46 NA NA NA NA NA 16.18 9.83
Sharpe Ratio NA 1.55 NA NA NA NA NA 1.72 1.34
Standard Deviation(%) NA 13.14 NA NA NA NA NA 12.64 16.02
Draw Down(%) NA 7.62 NA NA NA NA NA 7.34 8.52
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/06/2021, Common starting date is 07/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMARYX (SMARYX) 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
SMARYX (SMARYX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return