Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGARX | NA | 20.57% | NA | NA | NA | NA | NA | … | … |
Data as of 12/13/2021, Common starting date is 09/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGARX | 09/11/2020 | 12/13/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 20.57 | NA | NA | NA | NA | NA | … | … | 18.58 | 13.18 |
| Sharpe Ratio | NA | 1.50 | NA | NA | NA | NA | NA | … | … | 1.38 | 2.97 |
| Standard Deviation(%) | NA | 14.06 | NA | NA | NA | NA | NA | … | … | 14.22 | 17.08 |
| Draw Down(%) | NA | 7.18 | NA | NA | NA | NA | NA | … | … | 7.18 | 5.52 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 |
Data as of 12/13/2021, Common starting date is 09/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGARX (SMGARX) |
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 |
|---|---|---|---|---|
| SMGARX (SMGARX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart