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
SPUN NA 8.84% 10.02% NA NA NA NA
Data as of 07/31/2018, Common starting date is 06/11/2015
More Performance Analytics Comparison
Name Start Date End Date
SPUN 06/11/2015 07/31/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015
Annualized Return (%) -1.42 8.84 10.02 NA NA NA NA 3.68 15.42 21.33 -11.60
Sharpe Ratio NA 0.57 0.56 NA NA NA NA 0.34 1.20 1.04 -1.07
Standard Deviation(%) NA 13.83 16.87 NA NA NA NA 15.59 12.34 20.20 18.50
Draw Down(%) NA 9.52 24.62 NA NA NA NA 9.52 6.34 17.82 17.36
Yield(%) 21.65 24.64 10.58 6.12 3.06 2.04 1.53 22.62 1.06 1.83 0.55
Data as of 07/31/2018, Common starting date is 06/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPUN (SPUN) 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
SPUN (SPUN) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return