Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTOX | 18.99% | 38.58% | 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 |
|---|---|---|
| SPTOX | 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 (%) | -4.92 | 38.58 | NA | NA | NA | NA | NA | … | … | 18.99 | 17.68 | -1.69 |
| Sharpe Ratio | NA | 2.19 | NA | NA | NA | NA | NA | … | … | 2.16 | 0.74 | NA |
| Standard Deviation(%) | NA | 16.38 | NA | NA | NA | NA | NA | … | … | 20.36 | 19.97 | NA |
| Draw Down(%) | NA | 11.40 | NA | NA | NA | NA | NA | … | … | 11.40 | 21.41 | NA |
| Yield(%) | 0.00 | 0.38 | 0.24 | 0.15 | 0.07 | 0.05 | 0.04 | … | … | 0.00 | 0.55 | 0.20 |
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 |
|---|---|---|---|---|
| SPTOX (SPTOX) |
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 |
|---|---|---|---|---|
| SPTOX (SPTOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart