Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTAVX (Tax-Advantaged Growth & Income Trust Series 22) | NA | -16.09% | NA | NA | NA | NA | NA | … | … |
Data as of 04/28/2022, Common starting date is 04/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTAVX (Tax-Advantaged Growth & Income Trust Series 22) | 04/28/2020 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | -16.09 | NA | NA | NA | NA | NA | … | … | -12.44 | 5.58 | 20.45 |
| Sharpe Ratio | NA | -1.50 | NA | NA | NA | NA | NA | … | … | -2.53 | 0.57 | 2.15 |
| Standard Deviation(%) | NA | 10.78 | NA | NA | NA | NA | NA | … | … | 13.47 | 9.80 | 14.55 |
| Draw Down(%) | NA | 19.29 | NA | NA | NA | NA | NA | … | … | 14.41 | 10.01 | 8.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 04/28/2022, Common starting date is 04/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTAVX (Tax-Advantaged Growth & Income Trust Series 22) |
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 |
|---|---|---|---|---|
| SMTAVX (Tax-Advantaged Growth & Income Trust Series 22) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart