Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMNRD | NA | -6.72% | -27.28% | NA | NA | NA | NA | … | … |
Data as of 03/17/2025, Common starting date is 12/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMNRD | 12/02/2021 | 03/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.72 | -27.28 | NA | NA | NA | NA | … | … | 0.00 | -6.72 | -28.53 | -36.66 | 9.02 |
| Sharpe Ratio | NA | -1.89 | -0.46 | NA | NA | NA | NA | … | … | 0.00 | -1.91 | -0.42 | -0.42 | 9.33 |
| Standard Deviation(%) | NA | 6.98 | 68.28 | NA | NA | NA | NA | … | … | NA | 6.95 | 78.82 | 91.37 | 21.11 |
| Draw Down(%) | NA | 6.72 | 78.26 | NA | NA | NA | NA | … | … | 0.00 | 6.72 | 51.84 | 67.39 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/17/2025, Common starting date is 12/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMNRD (SMNRD) |
-28.68%
Feb 2022 – Feb 2025 |
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 |
|---|---|---|---|---|
| SMNRD (SMNRD) |
-23.11%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart