Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPLPP 0.00% NA NA NA NA NA NA
Data as of 04/02/2026, Common starting date is 04/28/2025
More Performance Analytics Comparison
Name Start Date End Date
SPLPP 04/28/2025 04/02/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.00 NA NA NA NA NA NA 0.00 8.23
Sharpe Ratio NA NA NA NA NA NA NA 0.00 1.00
Standard Deviation(%) NA NA NA NA NA NA NA NA 9.60
Draw Down(%) NA NA NA NA NA NA NA 0.00 4.55
Yield(%) 0.00 3.11 1.04 0.62 0.31 0.21 0.16 0.00 3.11
Data as of 04/02/2026, Common starting date is 04/28/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPLPP (SPLPP) 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
SPLPP (SPLPP) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return