Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTOX | NA | 11.83% | 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 |
|---|---|---|
| PHTOX | 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 (%) | -1.50 | 11.83 | NA | NA | NA | NA | NA | … | … | 1.47 | 8.82 | 6.00 |
| Sharpe Ratio | NA | 0.60 | NA | NA | NA | NA | NA | … | … | 1.11 | 0.44 | 0.85 |
| Standard Deviation(%) | NA | 19.55 | NA | NA | NA | NA | NA | … | … | 9.40 | 19.49 | 6.87 |
| Draw Down(%) | NA | 19.02 | NA | NA | NA | NA | NA | … | … | 2.57 | 21.87 | 3.55 |
| Yield(%) | 0.00 | 0.00 | 1.18 | 0.71 | 0.35 | 0.24 | 0.18 | … | … | 0.00 | 0.00 | 3.53 |
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 |
|---|---|---|---|---|
| PHTOX (PHTOX) |
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 |
|---|---|---|---|---|
| PHTOX (PHTOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart