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
SMCAMX NA 2.48% NA NA NA NA NA
Data as of 12/17/2021, Common starting date is 12/13/2019
More Performance Analytics Comparison
Name Start Date End Date
SMCAMX 12/13/2019 12/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -0.47 2.48 NA NA NA NA NA 0.92 -0.78 -0.33
Sharpe Ratio NA 0.41 NA NA NA NA NA 0.15 -0.04 -2.92
Standard Deviation(%) NA 6.00 NA NA NA NA NA 6.07 22.83 2.85
Draw Down(%) NA 5.36 NA NA NA NA NA 5.36 25.80 0.70
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/17/2021, Common starting date is 12/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMCAMX (SMCAMX) 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
SMCAMX (SMCAMX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return