Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PLTEX NA 20.43% 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
PLTEX 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 (%) -1.81 20.43 NA NA NA NA NA 3.47 12.39 7.53
Sharpe Ratio NA 0.65 NA NA NA NA NA 1.80 0.39 0.71
Standard Deviation(%) NA 31.39 NA NA NA NA NA 14.48 31.40 10.85
Draw Down(%) NA 28.66 NA NA NA NA NA 3.93 33.31 5.92
Yield(%) 0.00 0.00 1.29 0.77 0.39 0.26 0.19 0.00 0.00 3.86
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
PLTEX (PLTEX) 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
PLTEX (PLTEX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return