Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHYM | 1.95% | 4.83% | 5.74% | 0.77% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHYM | 03/19/2021 | 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 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.83 | 5.74 | 0.77 | NA | NA | NA | … | … | 1.95 | 2.58 | 6.99 | 9.68 | -15.96 | 6.70 |
| Sharpe Ratio | NA | 0.73 | 0.38 | -0.22 | NA | NA | NA | … | … | 0.78 | -0.04 | 0.64 | 0.83 | -1.80 | 3.21 |
| Standard Deviation(%) | NA | 2.99 | 6.63 | 7.09 | NA | NA | NA | … | … | 2.70 | 8.23 | 5.27 | 7.34 | 9.70 | 2.66 |
| Draw Down(%) | NA | 2.23 | 8.06 | 22.55 | NA | NA | NA | … | … | 2.23 | 8.06 | 2.35 | 7.70 | 21.62 | 3.06 |
| Yield(%) | 0.00 | 4.32 | 4.57 | 3.67 | 1.97 | 1.31 | 0.98 | … | … | 1.71 | 4.45 | 4.46 | 4.51 | 3.25 | 3.07 |
Data as of 06/10/2026, Common starting date is 03/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHYM (SHYM) |
-1.02%
Jun 2021 – Jun 2024 |
1.13%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHYM (SHYM) |
8.55%
Oct 2022 – Oct 2025 |
1.24%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart