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
SMGAQX NA 31.06% NA NA NA NA NA
Data as of 09/13/2021, Common starting date is 06/12/2020
More Performance Analytics Comparison
Name Start Date End Date
SMGAQX 06/12/2020 09/13/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) -0.97 31.06 NA NA NA NA NA 13.83 23.86
Sharpe Ratio NA 2.16 NA NA NA NA NA 1.41 2.58
Standard Deviation(%) NA 15.26 NA NA NA NA NA 14.46 18.33
Draw Down(%) NA 6.79 NA NA NA NA NA 6.79 9.06
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/13/2021, Common starting date is 06/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMGAQX (SMGAQX) 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
SMGAQX (SMGAQX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return