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
RIDV NA 4.18% NA NA NA NA NA
Data as of 02/28/2020, Common starting date is 08/10/2018
More Performance Analytics Comparison
Name Start Date End Date
RIDV 08/10/2018 02/28/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018
Annualized Return (%) 0.00 4.18 NA NA NA NA NA -2.65 12.81 -11.79
Sharpe Ratio NA -0.12 NA NA NA NA NA -1.56 0.90 -1.95
Standard Deviation(%) NA 12.43 NA NA NA NA NA 11.54 12.62 14.89
Draw Down(%) NA 13.63 NA NA NA NA NA 7.06 13.63 16.27
Yield(%) 0.00 4.23 1.76 1.05 0.53 0.35 0.26 0.26 4.35 1.18
Data as of 02/28/2020, Common starting date is 08/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RIDV (RIDV) 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
RIDV (RIDV) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return