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
SMHDXX NA 25.46% NA NA NA NA NA
Data as of 11/29/2021, Common starting date is 11/27/2019
More Performance Analytics Comparison
Name Start Date End Date
SMHDXX 11/27/2019 11/29/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -0.51 25.46 NA NA NA NA NA 17.31 -10.66 2.59
Sharpe Ratio NA 1.70 NA NA NA NA NA 1.39 -0.24 5.01
Standard Deviation(%) NA 13.77 NA NA NA NA NA 13.83 45.29 6.61
Draw Down(%) NA 4.77 NA NA NA NA NA 4.77 48.00 1.47
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/29/2021, Common starting date is 11/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMHDXX (SMHDXX) 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
SMHDXX (SMHDXX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return