Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQHEX (Series Portfolios Trust – Equable Shares Hedged Equity Fund) | NA | 115.07% | 41.91% | 24.63% | NA | NA | NA | … | … |
Data as of 10/20/2025, Common starting date is 06/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQHEX (Series Portfolios Trust – Equable Shares Hedged Equity Fund) | 06/04/2019 | 10/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 115.07 | 41.91 | 24.63 | NA | NA | NA | … | … | 117.02 | 9.37 | 14.94 | -6.09 | 12.91 | 5.01 | 7.51 |
| Sharpe Ratio | NA | 1.59 | 0.94 | 0.70 | NA | NA | NA | … | … | 2.05 | 1.05 | 2.38 | -0.58 | 2.53 | 0.23 | 2.11 |
| Standard Deviation(%) | NA | 70.46 | 40.88 | 32.23 | NA | NA | NA | … | … | 78.68 | 5.45 | 4.78 | 13.01 | 5.09 | 20.92 | 5.68 |
| Draw Down(%) | NA | 9.57 | 9.57 | 12.20 | NA | NA | NA | … | … | 9.48 | 3.74 | 3.55 | 12.20 | 1.87 | 22.57 | 2.21 |
| Yield(%) | 0.00 | 4.48 | 4.97 | 3.26 | 1.81 | 1.21 | 0.91 | … | … | 4.13 | 3.12 | 4.66 | 1.59 | 0.16 | 0.37 | 0.46 |
Data as of 10/20/2025, Common starting date is 06/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQHEX (Series Portfolios Trust – Equable Shares Hedged Equity Fund) |
2.73%
Sep 2019 – Sep 2022 |
6.96%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQHEX (Series Portfolios Trust – Equable Shares Hedged Equity Fund) |
42.49%
Sep 2022 – Sep 2025 |
24.92%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart