Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSDVF | NA | 5.77% | NA | NA | NA | NA | NA | … | … |
Data as of 02/20/2024, Common starting date is 12/16/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSDVF | 12/16/2022 | 02/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.34 | 5.77 | NA | NA | NA | NA | NA | … | … | 5.34 | -6.02 | 0.00 |
| Sharpe Ratio | NA | -0.63 | NA | NA | NA | NA | NA | … | … | 3.06 | -0.78 | NA |
| Standard Deviation(%) | NA | 12.54 | NA | NA | NA | NA | NA | … | … | 14.16 | 14.01 | 0.00 |
| Draw Down(%) | NA | 8.97 | NA | NA | NA | NA | NA | … | … | 0.00 | 8.97 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 02/20/2024, Common starting date is 12/16/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSDVF (SSDVF) |
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 |
|---|---|---|---|---|
| SSDVF (SSDVF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart