Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDSPU | 1.63% | 12.12% | 23.04% | 2.16% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDSPU | 03/09/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.28 | 12.12 | 23.04 | 2.16 | NA | NA | NA | … | … | 1.63 | 18.66 | 17.78 | 32.00 | -42.00 | 15.39 |
| Sharpe Ratio | NA | 0.69 | 0.74 | 0.01 | NA | NA | NA | … | … | 0.52 | 0.74 | 0.49 | 0.63 | -1.44 | 1.67 |
| Standard Deviation(%) | NA | 17.88 | 27.93 | 29.87 | NA | NA | NA | … | … | 15.02 | 21.44 | 29.07 | 45.57 | 30.27 | 11.41 |
| Draw Down(%) | NA | 14.61 | 17.07 | 58.76 | NA | NA | NA | … | … | 9.16 | 15.43 | 14.31 | 47.00 | 42.19 | 8.27 |
| Yield(%) | 0.00 | 8.29 | 11.46 | 5.97 | 3.36 | 2.24 | 1.68 | … | … | 1.91 | 8.33 | 9.41 | 10.50 | 6.01 | 5.51 |
Data as of 06/09/2026, Common starting date is 03/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDSPU (TDSPU) |
-6.60%
Apr 2021 – Apr 2024 |
3.32%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDSPU (TDSPU) |
29.14%
May 2023 – May 2026 |
3.89%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart