Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMEZ (SPDR EURO STOXX Small Cap ETF) | NA | 63.89% | 8.43% | 11.74% | NA | NA | NA | … | … |
Data as of 03/30/2021, Common starting date is 06/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMEZ (SPDR EURO STOXX Small Cap ETF) | 06/09/2014 | 03/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 63.89 | 8.43 | 11.74 | NA | NA | NA | … | … | 5.41 | 17.17 | 23.63 | -17.60 | 39.49 | -1.62 | 1.90 | -20.79 |
| Sharpe Ratio | NA | 3.10 | 0.32 | 0.56 | NA | NA | NA | … | … | 1.97 | 0.54 | 1.68 | -1.23 | 3.57 | -0.08 | 0.10 | -2.21 |
| Standard Deviation(%) | NA | 20.59 | 21.25 | 19.45 | NA | NA | NA | … | … | 12.54 | 31.08 | 13.25 | 15.36 | 10.94 | 21.68 | 18.32 | 15.27 |
| Draw Down(%) | NA | 9.98 | 35.43 | 38.24 | NA | NA | NA | … | … | 3.94 | 35.43 | 8.87 | 26.80 | 3.72 | 15.78 | 14.79 | 25.06 |
| Yield(%) | 0.00 | 2.18 | 2.17 | 2.51 | 1.22 | 0.81 | 0.61 | … | … | 0.00 | 1.62 | 2.83 | 2.59 | 1.99 | 1.99 | 2.36 | 0.63 |
Data as of 03/30/2021, Common starting date is 06/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEZ (SPDR EURO STOXX Small Cap ETF) |
-1.24%
Mar 2017 – Mar 2020 |
0.25%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMEZ (SPDR EURO STOXX Small Cap ETF) |
14.26%
Jan 2015 – Jan 2018 |
13.14%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart