Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDFYX | NA | 2.34% | 3.57% | NA | NA | NA | NA | … | … |
Data as of 12/28/2021, Common starting date is 12/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDFYX | 12/27/2018 | 12/28/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.34 | 3.57 | NA | NA | NA | NA | … | … | 0.71 | 3.79 | -6.85 | 0.42 |
| Sharpe Ratio | NA | 0.24 | 0.27 | NA | NA | NA | NA | … | … | 0.07 | 0.26 | -0.70 | 14.42 |
| Standard Deviation(%) | NA | 9.68 | 10.96 | NA | NA | NA | NA | … | … | 9.67 | 13.69 | 11.85 | 4.68 |
| Draw Down(%) | NA | 10.16 | 16.96 | NA | NA | NA | NA | … | … | 10.16 | 16.96 | 12.78 | 0.00 |
| Yield(%) | 0.00 | 1.50 | 2.49 | 1.50 | 0.75 | 0.50 | 0.38 | … | … | 0.00 | 1.54 | 5.93 | 0.00 |
Data as of 12/28/2021, Common starting date is 12/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDFYX (SDFYX) |
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 |
|---|---|---|---|---|
| SDFYX (SDFYX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart