Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMERY | 25.74% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/26/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMERY | 12/26/2025 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.12 | NA | NA | NA | NA | NA | NA | … | … | 25.74 | -2.08 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 1.43 | -7.53 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 53.73 | 11.34 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 19.11 | 2.08 |
| Yield(%) | 0.00 | 0.58 | 0.19 | 0.12 | 0.06 | 0.04 | 0.03 | … | … | 0.58 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/26/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMERY (SMERY) |
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 |
|---|---|---|---|---|
| SMERY (SMERY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart