Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPPSY | NA | -27.03% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2025, Common starting date is 01/12/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPPSY | 01/12/2024 | 06/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.22 | -27.03 | NA | NA | NA | NA | NA | … | … | 0.05 | -23.77 |
| Sharpe Ratio | NA | -0.95 | NA | NA | NA | NA | NA | … | … | -0.44 | -0.87 |
| Standard Deviation(%) | NA | 32.01 | NA | NA | NA | NA | NA | … | … | 6.84 | 32.32 |
| Draw Down(%) | NA | 29.31 | NA | NA | NA | NA | NA | … | … | 3.08 | 27.07 |
| Yield(%) | 3.12 | 2.21 | 1.47 | 0.88 | 0.44 | 0.29 | 0.22 | … | … | 3.03 | 2.14 |
Data as of 06/09/2025, Common starting date is 01/12/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPPSY (SPPSY) |
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 |
|---|---|---|---|---|
| SPPSY (SPPSY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart