Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTDX | NA | 4.16% | NA | NA | NA | NA | NA | … | … |
Data as of 02/25/2021, Common starting date is 03/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTDX | 03/11/2019 | 02/25/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.14 | 4.16 | NA | NA | NA | NA | NA | … | … | 0.09 | 4.85 | 7.31 |
| Sharpe Ratio | NA | 0.36 | NA | NA | NA | NA | NA | … | … | 0.13 | 0.41 | 3.06 |
| Standard Deviation(%) | NA | 11.28 | NA | NA | NA | NA | NA | … | … | 4.40 | 11.21 | 2.54 |
| Draw Down(%) | NA | 10.85 | NA | NA | NA | NA | NA | … | … | 1.49 | 11.25 | 0.86 |
| Yield(%) | 0.00 | 0.00 | 0.98 | 0.59 | 0.30 | 0.20 | 0.15 | … | … | 0.00 | 0.00 | 2.95 |
Data as of 02/25/2021, Common starting date is 03/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTDX (PHTDX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| PHTDX (PHTDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart