Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTRX | NA | 7.24% | 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 |
|---|---|---|
| PHTRX | 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 (%) | -1.38 | 7.24 | NA | NA | NA | NA | NA | … | … | 0.50 | 6.53 | 8.49 |
| Sharpe Ratio | NA | 0.49 | NA | NA | NA | NA | NA | … | … | 0.51 | 0.44 | 2.17 |
| Standard Deviation(%) | NA | 14.47 | NA | NA | NA | NA | NA | … | … | 6.70 | 14.39 | 4.26 |
| Draw Down(%) | NA | 14.42 | NA | NA | NA | NA | NA | … | … | 1.86 | 16.05 | 1.99 |
| Yield(%) | 0.00 | 0.00 | 1.07 | 0.64 | 0.32 | 0.21 | 0.16 | … | … | 0.00 | 0.00 | 3.21 |
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 |
|---|---|---|---|---|
| PHTRX (PHTRX) |
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 |
|---|---|---|---|---|
| PHTRX (PHTRX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart