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
SMPPKX NA -2.02% NA NA NA NA NA
Data as of 11/29/2021, Common starting date is 11/27/2019
More Performance Analytics Comparison
Name Start Date End Date
SMPPKX 11/27/2019 11/29/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -0.64 -2.02 NA NA NA NA NA -2.93 -2.82 0.75
Sharpe Ratio NA -0.51 NA NA NA NA NA -0.70 -0.10 1.87
Standard Deviation(%) NA 4.55 NA NA NA NA NA 4.66 29.84 4.25
Draw Down(%) NA 4.29 NA NA NA NA NA 4.29 34.34 0.99
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/29/2021, Common starting date is 11/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMPPKX (SMPPKX) 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
SMPPKX (SMPPKX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return