Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OWNS (CCM Affordable Housing MBS ETF) | 1.80% | 3.01% | 0.94% | NA | NA | NA | NA | -1.77% |
Data as of 07/24/2025, AR inception is 07/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWNS (CCM Affordable Housing MBS ETF) | 07/28/2021 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 3.01 | 0.94 | NA | NA | NA | NA | -1.77 | 1.80 | 1.67 | 4.12 | -11.02 | -1.15 |
| Sharpe Ratio | NA | -0.15 | -0.27 | NA | NA | NA | NA | -0.54 | 0.01 | -0.30 | 0.05 | -1.44 | -1.21 |
| Standard Deviation(%) | NA | 5.43 | 7.86 | NA | NA | NA | NA | 7.38 | 5.87 | 6.44 | 8.90 | 8.66 | 2.20 |
| Draw Down(%) | NA | 5.39 | 11.41 | NA | NA | NA | NA | 17.10 | 3.16 | 4.34 | 9.10 | 15.46 | 1.70 |
| Yield(%) | 0.00 | 2.76 | 2.83 | 1.88 | 0.94 | 0.63 | 0.47 | 3.13 | 0.92 | 3.71 | 3.04 | 2.17 | 0.73 |
Data as of 07/24/2025, AR inception is 07/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWNS (CCM Affordable Housing MBS ETF) |
-2.00%
Oct 2021 - Oct 2024 |
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 |
|---|---|---|---|---|
| OWNS (CCM Affordable Housing MBS ETF) |
1.69%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart