Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTMX | 6.98% | 16.63% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPTMX | 12/23/2024 | 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 (%) | -2.22 | 16.63 | NA | NA | NA | NA | NA | … | … | 6.98 | 11.46 | -0.54 |
| Sharpe Ratio | NA | 1.80 | NA | NA | NA | NA | NA | … | … | 1.39 | 0.90 | NA |
| Standard Deviation(%) | NA | 7.83 | NA | NA | NA | NA | NA | … | … | 9.76 | 9.62 | NA |
| Draw Down(%) | NA | 6.48 | NA | NA | NA | NA | NA | … | … | 6.48 | 10.47 | NA |
| Yield(%) | 0.00 | 2.38 | 1.33 | 0.80 | 0.40 | 0.27 | 0.20 | … | … | 0.78 | 2.17 | 1.01 |
Data as of 06/09/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTMX (SPTMX) |
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 |
|---|---|---|---|---|
| SPTMX (SPTMX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart