Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSIPX (Sustainable Impact Investing Trust Series 16) | NA | -4.69% | 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 |
|---|---|---|
| SMSIPX (Sustainable Impact Investing Trust Series 16) | 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 (%) | 1.61 | -4.69 | NA | NA | NA | NA | NA | … | … | -20.50 | 29.06 | 17.88 |
| Sharpe Ratio | NA | -0.24 | NA | NA | NA | NA | NA | … | … | -1.60 | 1.97 | 1.58 |
| Standard Deviation(%) | NA | 20.43 | NA | NA | NA | NA | NA | … | … | 27.59 | 14.73 | 19.90 |
| Draw Down(%) | NA | 23.69 | NA | NA | NA | NA | NA | … | … | 22.90 | 8.13 | 10.05 |
| 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 |
|---|---|---|---|---|
| SMSIPX (Sustainable Impact Investing Trust Series 16) |
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 |
|---|---|---|---|---|
| SMSIPX (Sustainable Impact Investing Trust Series 16) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart