Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMA | 2.89% | 8.65% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMA | 11/04/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 8.65 | NA | NA | NA | NA | NA | … | … | 2.89 | 10.60 | 1.28 |
| Sharpe Ratio | NA | 1.48 | NA | NA | NA | NA | NA | … | … | 1.03 | 1.25 | 0.75 |
| Standard Deviation(%) | NA | 4.72 | NA | NA | NA | NA | NA | … | … | 4.14 | 6.21 | 7.13 |
| Draw Down(%) | NA | 1.19 | NA | NA | NA | NA | NA | … | … | 1.05 | 3.59 | 1.36 |
| Yield(%) | 0.00 | 8.01 | 4.23 | 2.54 | 1.27 | 0.85 | 0.63 | … | … | 3.32 | 8.06 | 1.20 |
Data as of 06/10/2026, Common starting date is 11/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMA (SPMA) |
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 |
|---|---|---|---|---|
| SPMA (SPMA) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart