Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTEX | NA | 3.53% | 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 |
|---|---|---|
| PHTEX | 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 (%) | -1.24 | 3.53 | NA | NA | NA | NA | NA | … | … | -0.36 | 4.67 | 7.02 |
| Sharpe Ratio | NA | 0.31 | NA | NA | NA | NA | NA | … | … | -0.54 | 0.40 | 2.80 |
| Standard Deviation(%) | NA | 11.18 | NA | NA | NA | NA | NA | … | … | 4.57 | 11.10 | 2.64 |
| Draw Down(%) | NA | 10.88 | NA | NA | NA | NA | NA | … | … | 1.59 | 11.28 | 0.86 |
| Yield(%) | 0.00 | 0.00 | 0.98 | 0.59 | 0.29 | 0.20 | 0.15 | … | … | 0.00 | 0.00 | 2.94 |
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 |
|---|---|---|---|---|
| PHTEX (PHTEX) |
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 |
|---|---|---|---|---|
| PHTEX (PHTEX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart