Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUMSY (PUMA SE) | 28.63% | 34.43% | -14.79% | -21.09% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 01/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUMSY (PUMA SE) | 01/12/2018 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.13 | 34.43 | -14.79 | -21.09 | NA | NA | NA | … | … | 28.63 | -42.95 | -16.30 | -6.03 | -49.95 | 8.47 | 41.14 | 52.03 | 49.03 |
| Sharpe Ratio | NA | 0.47 | -0.35 | -0.49 | NA | NA | NA | … | … | 1.08 | -0.72 | -0.55 | -0.24 | -1.05 | 0.34 | 0.79 | 0.77 | 1.45 |
| Standard Deviation(%) | NA | 60.69 | 51.79 | 47.72 | NA | NA | NA | … | … | 61.73 | 64.04 | 36.20 | 40.45 | 48.89 | 24.67 | 51.25 | 65.79 | 34.64 |
| Draw Down(%) | NA | 39.79 | 75.05 | 85.84 | NA | NA | NA | … | … | 22.66 | 62.18 | 31.75 | 33.75 | 64.43 | 15.30 | 48.07 | 30.97 | 16.35 |
| Yield(%) | 0.00 | 0.00 | 0.95 | 0.56 | 1.46 | 0.97 | 0.73 | … | … | 0.00 | 1.52 | 1.61 | 1.50 | 0.64 | 0.17 | 0.00 | 0.76 | 4.08 |
Data as of 06/16/2026, Common starting date is 01/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUMSY (PUMA SE) |
-33.50%
Mar 2022 – Mar 2025 |
-24.61%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUMSY (PUMA SE) |
44.62%
Feb 2018 – Feb 2021 |
12.95%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart