Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLIM | NA | -5.90% | 12.45% | NA | NA | NA | NA | … | … |
Data as of 03/20/2020, Common starting date is 06/14/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLIM | 06/14/2016 | 03/20/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | -5.90 | 12.45 | NA | NA | NA | NA | … | … | -13.73 | 20.41 | 4.11 | 38.91 | -5.63 |
| Sharpe Ratio | NA | -0.31 | 0.51 | NA | NA | NA | NA | … | … | -1.39 | 1.10 | 0.12 | 1.95 | -0.50 |
| Standard Deviation(%) | NA | 23.00 | 22.10 | NA | NA | NA | NA | … | … | 35.96 | 17.24 | 23.26 | 19.74 | 20.38 |
| Draw Down(%) | NA | 22.57 | 23.49 | NA | NA | NA | NA | … | … | 22.57 | 11.20 | 23.49 | 5.38 | 19.61 |
| Yield(%) | 0.00 | 0.62 | 0.76 | 0.50 | 0.25 | 0.17 | 0.13 | … | … | 0.00 | 0.68 | 0.46 | 0.78 | 0.26 |
Data as of 03/20/2020, Common starting date is 06/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLIM (SLIM) |
9.91%
Jul 2016 – Jul 2019 |
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 |
|---|---|---|---|---|
| SLIM (SLIM) |
20.77%
Jan 2017 – Jan 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart