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
IPK (SPDR(R) S&P(R) INTERNATIONAL TECHNOLOGY SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL TECHNOLOGY SECTOR ETF) NA 21.31% 7.51% 13.92% NA NA NA
Data as of 07/24/2017, Common starting date is 07/25/2008
More Performance Analytics Comparison
Name Start Date End Date
IPK (SPDR(R) S&P(R) INTERNATIONAL TECHNOLOGY SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL TECHNOLOGY SECTOR ETF) 07/25/2008 07/24/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) -9.87 21.31 7.51 13.92 NA NA NA 16.46 10.40 0.47 -0.62 19.79 21.86 -17.13 15.08 40.93 -38.91
Sharpe Ratio NA 1.15 0.38 0.74 NA NA NA 1.61 0.47 0.02 -0.04 1.14 1.08 -0.60 0.66 1.41 -1.26
Standard Deviation(%) NA 18.15 19.30 18.61 NA NA NA 19.29 21.77 18.83 15.06 17.34 20.42 28.62 22.78 28.92 54.07
Draw Down(%) NA 11.66 23.23 23.23 NA NA NA 11.66 14.62 18.36 13.51 10.88 18.28 29.45 20.01 23.68 49.72
Yield(%) 0.00 0.71 1.11 1.73 1.12 0.75 0.56 0.44 1.25 1.12 1.31 1.58 1.40 1.77 1.38 1.48 0.26
Data as of 07/24/2017, Common starting date is 07/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPK (SPDR(R) S&P(R) INTERNATIONAL TECHNOLOGY SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL TECHNOLOGY SECTOR ETF) -3.88%
Aug 2008 – Aug 2011
1.15%
Aug 2008 – Aug 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPK (SPDR(R) S&P(R) INTERNATIONAL TECHNOLOGY SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL TECHNOLOGY SECTOR ETF) 21.66%
Feb 2009 – Feb 2012
18.69%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return