Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWTM (Aware Ultra-Short Duration Enhanced Income) | NA | -0.53% | 0.59% | NA | NA | NA | NA | … | … |
Data as of 07/22/2022, Common starting date is 01/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWTM (Aware Ultra-Short Duration Enhanced Income) | 01/30/2019 | 07/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.53 | 0.59 | NA | NA | NA | NA | … | … | -0.87 | 0.71 | 0.21 | 0.71 |
| Sharpe Ratio | NA | -0.44 | 0.10 | NA | NA | NA | NA | … | … | -0.84 | 1.05 | -0.01 | -0.64 |
| Standard Deviation(%) | NA | 1.93 | 2.26 | NA | NA | NA | NA | … | … | 2.56 | 0.65 | 3.36 | 0.99 |
| Draw Down(%) | NA | 2.46 | 8.43 | NA | NA | NA | NA | … | … | 2.46 | 0.22 | 8.43 | 0.33 |
| Yield(%) | 0.00 | 1.08 | 1.54 | 1.18 | 0.59 | 0.39 | 0.30 | … | … | 0.53 | 1.22 | 1.53 | 2.62 |
Data as of 07/22/2022, Common starting date is 01/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWTM (Aware Ultra-Short Duration Enhanced Income) |
0.64%
Jun 2019 – Jun 2022 |
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 |
|---|---|---|---|---|
| AWTM (Aware Ultra-Short Duration Enhanced Income) |
1.28%
Feb 2019 – Feb 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart