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
SMHCHX NA -35.06% NA NA NA NA NA
Data as of 11/01/2021, Common starting date is 11/01/2019
More Performance Analytics Comparison
Name Start Date End Date
SMHCHX 11/01/2019 11/01/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 4.21 -35.06 NA NA NA NA NA -21.82 -4.99 16.86
Sharpe Ratio NA -1.10 NA NA NA NA NA -0.99 -0.10 7.70
Standard Deviation(%) NA 31.89 NA NA NA NA NA 25.84 51.17 21.55
Draw Down(%) NA 45.92 NA NA NA NA NA 37.68 37.31 3.97
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/01/2021, Common starting date is 11/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMHCHX (SMHCHX) 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
SMHCHX (SMHCHX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return