Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSTUX | NA | 27.98% | NA | NA | NA | NA | NA | … | … |
Data as of 10/20/2021, Common starting date is 07/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMSTUX | 07/21/2020 | 10/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.67 | 27.98 | NA | NA | NA | NA | NA | … | … | 16.24 | 6.17 |
| Sharpe Ratio | NA | 1.57 | NA | NA | NA | NA | NA | … | … | 1.39 | 0.62 |
| Standard Deviation(%) | NA | 17.76 | NA | NA | NA | NA | NA | … | … | 14.87 | 22.64 |
| Draw Down(%) | NA | 10.06 | NA | NA | NA | NA | NA | … | … | 10.06 | 12.01 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 |
Data as of 10/20/2021, Common starting date is 07/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSTUX (SMSTUX) |
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 |
|---|---|---|---|---|
| SMSTUX (SMSTUX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart