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
SMMDNX NA 24.68% NA NA NA NA NA
Data as of 10/06/2021, Common starting date is 07/10/2020
More Performance Analytics Comparison
Name Start Date End Date
SMMDNX 07/10/2020 10/06/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.44 24.68 NA NA NA NA NA 14.16 15.78
Sharpe Ratio NA 1.70 NA NA NA NA NA 1.43 2.07
Standard Deviation(%) NA 14.54 NA NA NA NA NA 13.29 17.23
Draw Down(%) NA 6.46 NA NA NA NA NA 5.85 6.70
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/06/2021, Common starting date is 07/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMMDNX (SMMDNX) 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
SMMDNX (SMMDNX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return