Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBDRX (CEFA Select BDC Trust Series 18) | NA | 5.94% | NA | NA | NA | NA | NA | … | … |
Data as of 03/17/2022, Common starting date is 03/13/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBDRX (CEFA Select BDC Trust Series 18) | 03/13/2020 | 03/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 5.94 | NA | NA | NA | NA | NA | … | … | -0.19 | 22.99 | 31.18 |
| Sharpe Ratio | NA | 0.45 | NA | NA | NA | NA | NA | … | … | -0.08 | 1.69 | 0.76 |
| Standard Deviation(%) | NA | 13.21 | NA | NA | NA | NA | NA | … | … | 14.49 | 13.56 | 52.51 |
| Draw Down(%) | NA | 6.95 | NA | NA | NA | NA | NA | … | … | 6.09 | 6.95 | 28.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 03/17/2022, Common starting date is 03/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBDRX (CEFA Select BDC Trust Series 18) |
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 |
|---|---|---|---|---|
| SMBDRX (CEFA Select BDC Trust Series 18) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart