Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYF-PB (Synchrony Financial) | 1.56% | 11.58% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/16/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYF-PB (Synchrony Financial) | 02/16/2024 | 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 (%) | -1.35 | 11.58 | NA | NA | NA | NA | NA | … | … | 1.56 | 8.34 | 11.97 |
| Sharpe Ratio | NA | 1.31 | NA | NA | NA | NA | NA | … | … | 0.33 | 0.63 | 1.36 |
| Standard Deviation(%) | NA | 6.95 | NA | NA | NA | NA | NA | … | … | 6.35 | 8.65 | 7.59 |
| Draw Down(%) | NA | 3.79 | NA | NA | NA | NA | NA | … | … | 3.79 | 9.21 | 4.07 |
| Yield(%) | 0.00 | 8.28 | 6.15 | 3.69 | 1.84 | 1.23 | 0.92 | … | … | 3.92 | 7.87 | 6.02 |
Data as of 06/09/2026, Common starting date is 02/16/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYF-PB (Synchrony Financial) |
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 |
|---|---|---|---|---|
| SYF-PB (Synchrony Financial) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart