Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTZX | NA | 16.91% | 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 |
|---|---|---|
| PHTZX | 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 (%) | -1.73 | 16.91 | NA | NA | NA | NA | NA | … | … | 2.67 | 11.05 | 6.54 |
| Sharpe Ratio | NA | 0.63 | NA | NA | NA | NA | NA | … | … | 1.56 | 0.40 | 0.69 |
| Standard Deviation(%) | NA | 26.80 | NA | NA | NA | NA | NA | … | … | 12.57 | 26.79 | 9.52 |
| Draw Down(%) | NA | 24.88 | NA | NA | NA | NA | NA | … | … | 3.42 | 29.01 | 4.91 |
| Yield(%) | 0.00 | 0.00 | 1.38 | 0.83 | 0.41 | 0.28 | 0.21 | … | … | 0.00 | 0.00 | 4.13 |
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 |
|---|---|---|---|---|
| PHTZX (PHTZX) |
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 |
|---|---|---|---|---|
| PHTZX (PHTZX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart