Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMCP | 2.84% | 8.59% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/01/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMCP | 11/01/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 8.59 | NA | NA | NA | NA | NA | … | … | 2.84 | 10.59 | 1.60 |
| Sharpe Ratio | NA | 1.47 | NA | NA | NA | NA | NA | … | … | 1.02 | 1.25 | 1.04 |
| Standard Deviation(%) | NA | 4.71 | NA | NA | NA | NA | NA | … | … | 4.14 | 6.20 | 7.07 |
| Draw Down(%) | NA | 1.19 | NA | NA | NA | NA | NA | … | … | 1.05 | 3.59 | 1.36 |
| Yield(%) | 0.00 | 8.00 | 4.24 | 2.54 | 1.27 | 0.85 | 0.64 | … | … | 3.31 | 8.05 | 1.20 |
Data as of 06/09/2026, Common starting date is 11/01/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMCP (SPMCP) |
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 |
|---|---|---|---|---|
| SPMCP (SPMCP) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart