Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPSC (PortfolioPlus S&P Small Cap ETF) | NA | -16.14% | -4.78% | 4.03% | 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 |
|---|---|---|
| PPSC (PortfolioPlus S&P Small Cap 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 (%) | 1.33 | -16.14 | -4.78 | 4.03 | NA | NA | NA | … | … | -26.35 | 25.07 | -14.17 | 15.50 | 24.93 | -4.43 |
| Sharpe Ratio | NA | -0.29 | -0.15 | 0.06 | NA | NA | NA | … | … | -0.51 | 1.10 | -0.74 | 0.42 | 0.62 | -0.13 |
| Standard Deviation(%) | NA | 57.34 | 37.36 | 32.69 | NA | NA | NA | … | … | 65.58 | 21.55 | 20.90 | 35.94 | 39.61 | 33.52 |
| Draw Down(%) | NA | 53.56 | 55.93 | 55.93 | NA | NA | NA | … | … | 53.56 | 13.86 | 34.01 | 8.77 | 15.69 | 15.82 |
| Yield(%) | 0.00 | 1.15 | 1.67 | 1.70 | 0.83 | 0.56 | 0.42 | … | … | 0.37 | 1.54 | 2.47 | 1.64 | 0.00 | 0.38 |
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 |
|---|---|---|---|---|
| PPSC (PortfolioPlus S&P Small Cap ETF) |
-9.88%
Mar 2017 – Mar 2020 |
-3.20%
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 |
|---|---|---|---|---|
| PPSC (PortfolioPlus S&P Small Cap ETF) |
20.76%
Feb 2016 – Feb 2019 |
4.84%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart