Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHPPY (Signify N.V) | 9.93% | 5.02% | -0.08% | -13.81% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHPPY (Signify N.V) | 01/11/2021 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 5.02 | -0.08 | -13.81 | NA | NA | NA | … | … | 9.93 | 3.37 | -29.24 | 3.66 | -20.88 | 0.28 |
| Sharpe Ratio | NA | 0.07 | -0.07 | -0.35 | NA | NA | NA | … | … | 0.49 | 0.01 | -0.78 | 0.00 | -0.42 | 0.01 |
| Standard Deviation(%) | NA | 41.65 | 42.45 | 44.25 | NA | NA | NA | … | … | 50.83 | 39.50 | 42.11 | 41.12 | 53.17 | 37.53 |
| Draw Down(%) | NA | 27.05 | 40.48 | 66.10 | NA | NA | NA | … | … | 21.53 | 19.99 | 31.95 | 32.93 | 52.99 | 34.37 |
| Yield(%) | 0.00 | 7.71 | 4.38 | 2.63 | 2.14 | 1.42 | 1.07 | … | … | 8.07 | 0.00 | 5.10 | 4.76 | 3.64 | 7.03 |
Data as of 06/03/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHPPY (Signify N.V) |
-22.89%
Jun 2021 – Jun 2024 |
-13.17%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHPPY (Signify N.V) |
5.47%
Sep 2022 – Sep 2025 |
-7.72%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart