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
PPMC (PortfolioPlus S&P Mid Cap ETF) NA -8.60% NA NA NA NA NA
Data as of 10/01/2020, Common starting date is 02/15/2018
More Performance Analytics Comparison
Name Start Date End Date
PPMC (PortfolioPlus S&P Mid Cap ETF) 02/15/2018 10/01/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018
Annualized Return (%) 1.86 -8.60 NA NA NA NA NA -18.35 22.03 -17.03
Sharpe Ratio NA -0.17 NA NA NA NA NA -0.40 1.03 -0.47
Standard Deviation(%) NA 52.80 NA NA NA NA NA 60.42 19.93 43.84
Draw Down(%) NA 53.00 NA NA NA NA NA 53.00 16.51 28.21
Yield(%) 0.00 0.68 1.99 1.20 0.60 0.40 0.30 0.00 5.23 1.61
Data as of 10/01/2020, Common starting date is 02/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPMC (PortfolioPlus S&P Mid Cap ETF) 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
PPMC (PortfolioPlus S&P Mid Cap ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return