Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMMD (iShares Russell 2500 ETF) | 2.01% | 12.44% | 10.64% | 12.04% | NA | NA | NA | 9.56% |
Data as of 07/07/2025, AR inception is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMMD (iShares Russell 2500 ETF) | 07/06/2017 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.70 | 12.44 | 10.64 | 12.04 | NA | NA | NA | 9.56 | 2.01 | 11.87 | 17.71 | -18.52 | 18.30 | 19.97 | 28.02 | -10.55 | 16.67 |
| Sharpe Ratio | NA | 0.44 | 0.41 | 0.47 | NA | NA | NA | 0.35 | 0.12 | 0.47 | 0.77 | -0.74 | 0.97 | 0.49 | 1.87 | -0.68 | 3.20 |
| Standard Deviation(%) | NA | 23.01 | 20.87 | 21.27 | NA | NA | NA | 23.04 | 26.14 | 17.47 | 18.46 | 27.00 | 18.94 | 39.87 | 14.17 | 17.74 | 11.38 |
| Draw Down(%) | NA | 25.50 | 25.50 | 28.25 | NA | NA | NA | 41.06 | 22.86 | 8.60 | 15.96 | 24.72 | 10.24 | 41.06 | 7.87 | 25.08 | 4.29 |
| Yield(%) | 0.00 | 1.49 | 1.74 | 2.05 | 1.74 | 1.16 | 0.87 | 2.17 | 0.60 | 1.41 | 1.68 | 1.43 | 1.33 | 1.55 | 1.89 | 2.18 | 0.79 |
Data as of 07/07/2025, AR inception is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMD (iShares Russell 2500 ETF) |
-0.63%
Apr 2021 - Apr 2024 |
4.57%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMD (iShares Russell 2500 ETF) |
22.02%
Dec 2018 - Dec 2021 |
14.89%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart