Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJIU (South Jersey Industries Inc. CORP UNITS) | NA | -4.74% | NA | NA | NA | NA | NA | … | … |
Data as of 04/14/2021, Common starting date is 04/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJIU (South Jersey Industries Inc. CORP UNITS) | 04/27/2018 | 04/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | -4.74 | NA | NA | NA | NA | NA | … | … | 15.10 | -28.19 | 15.57 | -10.10 |
| Sharpe Ratio | NA | -0.11 | NA | NA | NA | NA | NA | … | … | 1.33 | -0.57 | 0.95 | -0.87 |
| Standard Deviation(%) | NA | 43.17 | NA | NA | NA | NA | NA | … | … | 49.53 | 49.77 | 15.01 | 18.24 |
| Draw Down(%) | NA | 31.90 | NA | NA | NA | NA | NA | … | … | 21.95 | 35.17 | 8.62 | 19.49 |
| Yield(%) | 0.00 | 2.06 | 5.16 | 3.09 | 1.55 | 1.03 | 0.77 | … | … | 0.00 | 3.52 | 7.98 | 5.05 |
Data as of 04/14/2021, Common starting date is 04/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJIU (South Jersey Industries Inc. CORP UNITS) |
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 |
|---|---|---|---|---|
| SJIU (South Jersey Industries Inc. CORP UNITS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart