Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTHX | NA | 15.26% | NA | NA | NA | NA | NA | … | … |
Data as of 02/25/2021, Common starting date is 03/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTHX | 03/04/2019 | 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 (%) | -1.69 | 15.26 | NA | NA | NA | NA | NA | … | … | 2.27 | 10.34 | 6.26 |
| Sharpe Ratio | NA | 0.61 | NA | NA | NA | NA | NA | … | … | 1.41 | 0.41 | 0.71 |
| Standard Deviation(%) | NA | 24.87 | NA | NA | NA | NA | NA | … | … | 11.67 | 24.84 | 8.73 |
| Draw Down(%) | NA | 23.43 | NA | NA | NA | NA | NA | … | … | 3.13 | 27.22 | 4.44 |
| Yield(%) | 0.00 | 0.00 | 1.28 | 0.77 | 0.38 | 0.26 | 0.19 | … | … | 0.00 | 0.00 | 3.84 |
Data as of 02/25/2021, Common starting date is 03/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTHX (PHTHX) |
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 |
|---|---|---|---|---|
| PHTHX (PHTHX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart