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
SCPB (SPDR Blmbg Barclays ST Corp Bd ETF) NA -0.54% 0.75% 0.90% NA NA NA
Data as of 05/01/2018, Common starting date is 01/05/2010
More Performance Analytics Comparison
Name Start Date End Date
SCPB (SPDR Blmbg Barclays ST Corp Bd ETF) 01/05/2010 05/01/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.01 -0.54 0.75 0.90 NA NA NA -1.13 1.35 2.10 0.84 0.90 1.22 3.52 1.49 2.79
Sharpe Ratio NA -1.11 0.26 0.50 NA NA NA -1.58 0.88 1.47 0.60 0.85 0.87 1.77 0.56 1.37
Standard Deviation(%) NA 1.30 1.25 1.26 NA NA NA 2.39 0.99 1.28 1.35 1.04 1.37 1.98 2.61 1.99
Draw Down(%) NA 1.60 1.60 1.60 NA NA NA 1.14 0.57 0.82 0.70 0.62 0.78 0.56 1.38 1.02
Yield(%) 0.00 1.05 1.41 1.35 1.28 0.85 0.64 0.31 1.35 1.66 1.43 1.25 1.31 1.47 1.94 2.07
Data as of 05/01/2018, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCPB (SPDR Blmbg Barclays ST Corp Bd ETF) 0.85%
Apr 2015 – Apr 2018
1.00%
Apr 2013 – Apr 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCPB (SPDR Blmbg Barclays ST Corp Bd ETF) 2.64%
May 2010 – May 2013
2.06%
May 2010 – May 2015
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return