Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTLX | NA | 13.95% | 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 |
|---|---|---|
| PHTLX | 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 (%) | -1.61 | 13.95 | NA | NA | NA | NA | NA | … | … | 1.81 | 9.97 | 9.65 |
| Sharpe Ratio | NA | 0.62 | NA | NA | NA | NA | NA | … | … | 1.23 | 0.44 | 1.17 |
| Standard Deviation(%) | NA | 22.31 | NA | NA | NA | NA | NA | … | … | 10.57 | 22.28 | 8.81 |
| Draw Down(%) | NA | 21.20 | NA | NA | NA | NA | NA | … | … | 2.87 | 24.64 | 4.20 |
| Yield(%) | 0.00 | 0.00 | 1.30 | 0.78 | 0.39 | 0.26 | 0.20 | … | … | 0.00 | 0.00 | 3.91 |
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 |
|---|---|---|---|---|
| PHTLX (PHTLX) |
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 |
|---|---|---|---|---|
| PHTLX (PHTLX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart