Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDTY | 5.69% | 21.00% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/06/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDTY | 02/06/2025 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.61 | 21.00 | NA | NA | NA | NA | NA | … | … | 5.69 | 9.82 |
| Sharpe Ratio | NA | 1.48 | NA | NA | NA | NA | NA | … | … | 0.64 | 0.44 |
| Standard Deviation(%) | NA | 11.33 | NA | NA | NA | NA | NA | … | … | 12.89 | 18.54 |
| Draw Down(%) | NA | 8.02 | NA | NA | NA | NA | NA | … | … | 8.02 | 18.63 |
| Yield(%) | 0.48 | 25.12 | 10.00 | 6.00 | 3.00 | 2.00 | 1.50 | … | … | 11.98 | 19.42 |
Data as of 06/11/2026, Common starting date is 02/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDTY (SDTY) |
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 |
|---|---|---|---|---|
| SDTY (SDTY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart