Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTNX | 17.32% | 34.56% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPTNX | 12/23/2024 | 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 (%) | -5.96 | 34.56 | NA | NA | NA | NA | NA | … | … | 17.32 | 18.58 | -1.75 |
| Sharpe Ratio | NA | 2.28 | NA | NA | NA | NA | NA | … | … | 2.38 | 0.80 | NA |
| Standard Deviation(%) | NA | 15.85 | NA | NA | NA | NA | NA | … | … | 19.78 | 19.81 | NA |
| Draw Down(%) | NA | 11.24 | NA | NA | NA | NA | NA | … | … | 11.24 | 20.93 | NA |
| Yield(%) | 0.00 | 0.38 | 0.30 | 0.18 | 0.09 | 0.06 | 0.04 | … | … | 0.00 | 0.61 | 0.30 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| SPTNX (SPTNX) |
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 |
|---|---|---|---|---|
| SPTNX (SPTNX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart