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
SPME 3.20% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 07/14/2025
More Performance Analytics Comparison
Name Start Date End Date
SPME 07/14/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.44 NA NA NA NA NA NA 3.20 4.53
Sharpe Ratio NA NA NA NA NA NA NA 0.57 1.68
Standard Deviation(%) NA NA NA NA NA NA NA 9.02 4.26
Draw Down(%) NA NA NA NA NA NA NA 4.04 1.14
Yield(%) 0.00 6.57 2.19 1.31 0.66 0.44 0.33 3.25 3.29
Data as of 06/10/2026, Common starting date is 07/14/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPME (SPME) 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
SPME (SPME) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return