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
SMMC (South Mountain Merger Corp) NA 69.53% NA NA NA NA NA
Data as of 01/12/2021, Common starting date is 08/07/2019
More Performance Analytics Comparison
Name Start Date End Date
SMMC (South Mountain Merger Corp) 08/07/2019 01/12/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 0.60 69.53 NA NA NA NA NA 4.15 63.42 1.54
Sharpe Ratio NA 2.42 NA NA NA NA NA 8.56 2.30 0.32
Standard Deviation(%) NA 28.03 NA NA NA NA NA 38.85 27.34 8.51
Draw Down(%) NA 10.54 NA NA NA NA NA 3.78 10.54 2.89
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/12/2021, Common starting date is 08/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMMC (South Mountain Merger Corp) 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
SMMC (South Mountain Merger Corp) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return