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
PLTKX NA 19.89% 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
PLTKX 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 (%) -1.77 19.89 NA NA NA NA NA 3.37 12.21 7.87
Sharpe Ratio NA 0.64 NA NA NA NA NA 1.78 0.39 0.75
Standard Deviation(%) NA 30.79 NA NA NA NA NA 14.23 30.81 10.78
Draw Down(%) NA 28.12 NA NA NA NA NA 3.85 32.69 5.83
Yield(%) 0.00 0.00 1.25 0.75 0.37 0.25 0.19 0.00 0.00 3.74
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
PLTKX (PLTKX) 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
PLTKX (PLTKX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return