Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPLC (PortfolioPlus S&P 500 ETF) | NA | 15.63% | 13.05% | 14.49% | NA | NA | NA | … | … |
Data as of 10/01/2020, Common starting date is 01/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPLC (PortfolioPlus S&P 500 ETF) | 01/07/2015 | 10/01/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.17 | 15.63 | 13.05 | 14.49 | NA | NA | NA | … | … | 1.59 | 31.69 | -11.59 | 23.23 | 10.11 | 3.40 |
| Sharpe Ratio | NA | 0.34 | 0.39 | 0.57 | NA | NA | NA | … | … | 0.04 | 1.80 | -0.43 | 0.34 | 0.15 | 0.05 |
| Standard Deviation(%) | NA | 44.98 | 31.27 | 26.20 | NA | NA | NA | … | … | 51.43 | 16.83 | 29.98 | 66.27 | 65.43 | 68.24 |
| Draw Down(%) | NA | 43.42 | 43.42 | 43.42 | NA | NA | NA | … | … | 43.42 | 8.91 | 25.77 | 10.42 | 16.06 | 18.45 |
| Yield(%) | 0.00 | 2.38 | 2.97 | 2.67 | 1.32 | 0.88 | 0.66 | … | … | 0.62 | 4.47 | 2.59 | 1.89 | 0.44 | 0.00 |
Data as of 10/01/2020, Common starting date is 01/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPLC (PortfolioPlus S&P 500 ETF) |
5.14%
Mar 2017 – Mar 2020 |
6.15%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPLC (PortfolioPlus S&P 500 ETF) |
20.11%
Sep 2015 – Sep 2018 |
16.45%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart