Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRE-PB (Sempra) | NA | 2.12% | 5.57% | NA | NA | NA | NA | … | … |
Data as of 07/15/2021, Common starting date is 07/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRE-PB (Sempra) | 07/12/2018 | 07/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 2.12 | 5.57 | NA | NA | NA | NA | … | … | -2.74 | -12.88 | 23.47 | -5.35 |
| Sharpe Ratio | NA | 0.12 | 0.18 | NA | NA | NA | NA | … | … | -0.35 | -0.32 | 2.04 | -0.82 |
| Standard Deviation(%) | NA | 16.76 | 25.79 | NA | NA | NA | NA | … | … | 14.48 | 41.23 | 10.83 | 15.17 |
| Draw Down(%) | NA | 10.94 | 38.89 | NA | NA | NA | NA | … | … | 7.60 | 39.09 | 3.82 | 8.83 |
| Yield(%) | 0.00 | 6.62 | 7.10 | 4.28 | 2.14 | 1.43 | 1.07 | … | … | 3.33 | 6.98 | 7.08 | 3.36 |
Data as of 07/15/2021, Common starting date is 07/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRE-PB (Sempra) |
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 |
|---|---|---|---|---|
| SRE-PB (Sempra) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart