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
SMCETX NA 7.75% NA NA NA NA NA
Data as of 12/17/2021, Common starting date is 12/20/2019
More Performance Analytics Comparison
Name Start Date End Date
SMCETX 12/20/2019 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 (%) -1.08 7.75 NA NA NA NA NA 6.54 -8.56 -0.65
Sharpe Ratio NA 1.03 NA NA NA NA NA 0.89 -0.23 -3.10
Standard Deviation(%) NA 7.53 NA NA NA NA NA 7.63 38.45 8.05
Draw Down(%) NA 5.29 NA NA NA NA NA 5.29 44.84 1.17
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/17/2021, Common starting date is 12/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMCETX (SMCETX) 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
SMCETX (SMCETX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return