Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STATX (State Trust Enhanced Ultra Short Duratio) | NA | 0.82% | NA | NA | NA | NA | NA | … | … |
Data as of 12/31/2019, Common starting date is 04/25/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STATX (State Trust Enhanced Ultra Short Duratio) | 04/25/2017 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.82 | NA | NA | NA | NA | NA | … | … | 0.82 | 1.92 | 0.43 |
| Sharpe Ratio | NA | -0.57 | NA | NA | NA | NA | NA | … | … | -0.57 | 1.10 | -0.17 |
| Standard Deviation(%) | NA | 1.06 | NA | NA | NA | NA | NA | … | … | 1.06 | 0.54 | 0.56 |
| Draw Down(%) | NA | 0.17 | NA | NA | NA | NA | NA | … | … | 0.17 | 0.16 | 0.17 |
| Yield(%) | 0.00 | 0.85 | 1.28 | 0.77 | 0.38 | 0.26 | 0.19 | … | … | 0.65 | 2.72 | 0.46 |
Data as of 12/31/2019, Common starting date is 04/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STATX (State Trust Enhanced Ultra Short Duratio) |
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 |
|---|---|---|---|---|
| STATX (State Trust Enhanced Ultra Short Duratio) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart