Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMVX | NA | 25.13% | 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 |
|---|---|---|
| SIMVX | 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 | 25.13 | NA | NA | NA | NA | NA | … | … | -3.40 | -4.21 | 20.41 | 4.00 |
| Sharpe Ratio | NA | 1.65 | NA | NA | NA | NA | NA | … | … | -1.17 | -0.18 | 1.80 | 119.08 |
| Standard Deviation(%) | NA | 15.20 | NA | NA | NA | NA | NA | … | … | 12.14 | 24.79 | 10.55 | 23.78 |
| Draw Down(%) | NA | 7.08 | NA | NA | NA | NA | NA | … | … | 5.82 | 32.08 | 6.49 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.23 | 0.14 | 0.07 | 0.05 | 0.03 | … | … | 0.00 | 0.00 | 0.65 | 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 |
|---|---|---|---|---|
| SIMVX (SIMVX) |
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 |
|---|---|---|---|---|
| SIMVX (SIMVX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart