Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMUX | NA | 30.46% | NA | NA | NA | NA | NA | … | … |
Data as of 03/25/2021, Common starting date is 12/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMUX | 12/21/2018 | 03/25/2021 |
| 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 | 30.46 | NA | NA | NA | NA | NA | … | … | 1.46 | -0.15 | 24.00 | 5.00 |
| Sharpe Ratio | NA | 2.06 | NA | NA | NA | NA | NA | … | … | 1.42 | -0.01 | 1.91 | 349.59 |
| Standard Deviation(%) | NA | 14.79 | NA | NA | NA | NA | NA | … | … | 4.65 | 25.90 | 11.81 | 43.35 |
| Draw Down(%) | NA | 6.84 | NA | NA | NA | NA | NA | … | … | 1.31 | 29.39 | 5.93 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/25/2021, Common starting date is 12/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMUX (SIMUX) |
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 |
|---|---|---|---|---|
| SIMUX (SIMUX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart