Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SMDY (Syntax ETF Trust – Syntax Stratified MidCap ETF) NA 120.90% 27.36% NA NA NA NA
Data as of 09/27/2024, Common starting date is 01/21/2020
More Performance Analytics Comparison
Name Start Date End Date
SMDY (Syntax ETF Trust – Syntax Stratified MidCap ETF) 01/21/2020 09/27/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020
Annualized Return (%) 80.15 120.90 27.36 NA NA NA NA 95.13 17.31 -12.69 21.62 16.38
Sharpe Ratio NA 1.86 0.60 NA NA NA NA 1.97 0.76 -0.54 1.24 0.42
Standard Deviation(%) NA 62.04 40.07 NA NA NA NA 71.14 17.30 26.09 17.36 40.56
Draw Down(%) NA 8.24 24.11 NA NA NA NA 8.24 15.32 23.06 8.77 41.24
Yield(%) 1.59 3.12 2.01 1.84 0.92 0.61 0.46 1.73 1.24 0.88 2.78 1.01
Data as of 09/27/2024, Common starting date is 01/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMDY (Syntax ETF Trust – Syntax Stratified MidCap ETF) 1.77%
Apr 2021 – Apr 2024
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
SMDY (Syntax ETF Trust – Syntax Stratified MidCap ETF) 23.11%
Mar 2020 – Mar 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return