Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJIV (South Jersey Industries Inc Unit) | NA | 9.91% | NA | NA | NA | NA | NA | … | … |
Data as of 03/02/2023, Common starting date is 03/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJIV (South Jersey Industries Inc Unit) | 03/19/2021 | 03/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.91 | NA | NA | NA | NA | NA | … | … | -2.27 | 40.46 | 23.05 |
| Sharpe Ratio | NA | 0.72 | NA | NA | NA | NA | NA | … | … | -3.68 | 1.34 | 1.51 |
| Standard Deviation(%) | NA | 10.24 | NA | NA | NA | NA | NA | … | … | 5.47 | 29.28 | 19.90 |
| Draw Down(%) | NA | 3.70 | NA | NA | NA | NA | NA | … | … | 2.53 | 9.27 | 14.22 |
| Yield(%) | 0.00 | 6.26 | 5.13 | 3.08 | 1.54 | 1.03 | 0.77 | … | … | 0.00 | 7.84 | 6.73 |
Data as of 03/02/2023, 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 |
|---|---|---|---|---|
| SJIV (South Jersey Industries Inc Unit) |
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 |
|---|---|---|---|---|
| SJIV (South Jersey Industries Inc Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart