Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMYY | -1.81% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/30/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMYY | 09/30/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.05 | NA | NA | NA | NA | NA | NA | … | … | -1.81 | -27.53 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.02 | -2.21 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 32.27 | 33.69 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 16.65 | 33.23 |
| Yield(%) | 1.83 | 48.06 | 16.02 | 9.61 | 4.81 | 3.20 | 2.40 | … | … | 38.78 | 27.30 |
Data as of 06/10/2026, Common starting date is 09/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMYY (SMYY) |
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 |
|---|---|---|---|---|
| SMYY (SMYY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart