Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMTAVX (Tax-Advantaged Growth & Income Trust Series 22) | NA | -16.09% | NA | NA | NA | NA | NA | 5.52% |
Data as of 04/28/2022, AR inception is 04/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTAVX (Tax-Advantaged Growth & Income Trust Series 22) | 04/28/2020 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | -16.09 | NA | NA | NA | NA | NA | 5.52 | -12.44 | 5.58 | 20.45 |
| Sharpe Ratio | NA | -1.50 | NA | NA | NA | NA | NA | 0.44 | -2.53 | 0.57 | 2.15 |
| Standard Deviation(%) | NA | 10.78 | NA | NA | NA | NA | NA | 12.22 | 13.47 | 9.80 | 14.55 |
| Draw Down(%) | NA | 19.29 | NA | NA | NA | NA | NA | 19.29 | 14.41 | 10.01 | 8.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/28/2022, AR inception is 04/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTAVX (Tax-Advantaged Growth & Income Trust Series 22) |
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 |
|---|---|---|---|---|
| SMTAVX (Tax-Advantaged Growth & Income Trust Series 22) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart