Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGIVX (Strategic Growth & Income Trust Series 21) | NA | -16.49% | NA | NA | NA | NA | NA | … | … |
Data as of 05/25/2022, Common starting date is 05/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGIVX (Strategic Growth & Income Trust Series 21) | 05/28/2020 | 05/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | -16.49 | NA | NA | NA | NA | NA | … | … | -18.00 | 6.31 | 14.93 |
| Sharpe Ratio | NA | -1.43 | NA | NA | NA | NA | NA | … | … | -2.51 | 0.71 | 2.09 |
| Standard Deviation(%) | NA | 11.66 | NA | NA | NA | NA | NA | … | … | 15.83 | 8.87 | 12.48 |
| Draw Down(%) | NA | 19.79 | NA | NA | NA | NA | NA | … | … | 19.11 | 7.35 | 8.32 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 05/25/2022, Common starting date is 05/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGIVX (Strategic Growth & Income Trust Series 21) |
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 |
|---|---|---|---|---|
| SMGIVX (Strategic Growth & Income Trust Series 21) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart