Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHDG (Soundwatch Hedged Equity ETF) | 0.50% | 10.99% | 12.15% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/24/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHDG (Soundwatch Hedged Equity ETF) | 10/24/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 10.99 | 12.15 | NA | NA | NA | NA | … | … | 0.50 | 11.46 | 19.67 | 17.85 | 2.55 |
| Sharpe Ratio | NA | 1.24 | 0.88 | NA | NA | NA | NA | … | … | -0.13 | 0.65 | 1.64 | 1.46 | 0.78 |
| Standard Deviation(%) | NA | 7.80 | 10.65 | NA | NA | NA | NA | … | … | 7.86 | 13.33 | 9.77 | 9.77 | 14.72 |
| Draw Down(%) | NA | 6.64 | 15.81 | NA | NA | NA | NA | … | … | 6.64 | 15.81 | 6.49 | 8.69 | 4.43 |
| Yield(%) | 0.00 | 0.54 | 0.91 | 0.80 | 0.40 | 0.27 | 0.20 | … | … | 0.00 | 0.55 | 0.74 | 1.45 | 0.91 |
Data as of 06/10/2026, Common starting date is 10/24/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHDG (Soundwatch Hedged Equity ETF) |
11.83%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| SHDG (Soundwatch Hedged Equity ETF) |
16.27%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart