Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OLD (The Long-Term Care ETF) | NA | 17.92% | 8.11% | 6.25% | NA | NA | NA | 6.24% |
Data as of 10/15/2021, AR inception is 06/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLD (The Long-Term Care ETF) | 06/09/2016 | 10/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 17.92 | 8.11 | 6.25 | NA | NA | NA | 6.24 | 1.79 | -0.74 | 21.92 | 4.93 | 2.08 | -6.64 | -1.65 | 50.93 | 96.46 | 0.00 | -7.30 | 114.37 | 25.53 | 1,636.67 | -97.10 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.93 | 0.24 | 0.21 | -0.31 | NA | NA | 0.20 | 0.14 | -0.02 | -0.09 | -1.07 | -1.42 | -1.56 | -0.50 | 1.60 | 0.88 | -0.69 | -0.43 | 0.79 | 0.06 | 0.88 | -0.03 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 19.16 | 31.61 | 25.99 | 73.71 | NA | NA | 25.46 | 15.80 | 49.91 | 14.62 | 15.53 | 12.09 | 17.84 | 41.05 | 19.21 | 94.02 | 27.05 | 59.76 | 59.71 | 588.84 | 2,117.65 | 4,166.92 | NA | NA |
| Draw Down(%) | NA | 11.63 | 53.16 | 53.16 | 88.84 | NA | NA | 53.16 | 11.63 | 53.16 | 8.55 | 11.99 | 13.60 | 19.38 | 21.62 | 6.69 | 0.00 | 2.96 | 36.01 | 16.21 | 20.73 | 99.99 | 100.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.16 | 2.34 | 2.49 | 1.34 | 0.89 | 0.67 | 2.67 | 1.07 | 1.93 | 2.63 | 2.40 | 3.05 | 2.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/15/2021, AR inception is 06/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLD (The Long-Term Care ETF) |
-5.25%
Mar 2017 - Mar 2020 |
5.53%
Sep 2016 - Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLD (The Long-Term Care ETF) |
14.95%
Apr 2018 - Apr 2021 |
6.74%
Jul 2016 - Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart