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
STSB (Stance Sustainable Beta ETF) NA 16.68% 5.28% 3.13% 41.08% NA NA
Data as of 08/30/2021, Common starting date is 01/31/2007
More Performance Analytics Comparison
Name Start Date End Date
STSB (Stance Sustainable Beta ETF) 01/31/2007 08/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2015 2014 2013 2012 2011 2010 2007
Annualized Return (%) 0.01 16.68 5.28 3.13 41.08 NA NA 18.09 21,385.41 1.89 -7.87 -80.88 0.00 -46.56 7,760.00 800.00
Sharpe Ratio NA 38.78 0.82 0.31 0.03 NA NA 1.37 0.04 0.39 -0.03 -1.49 0.00 -0.03 1.37 8.22
Standard Deviation(%) NA 651.67 651.67 651.67 1,268.92 NA NA 20.88 3,489.52 30.76 253.42 54.48 2,032.93 1,626.68 444.73 124.03
Draw Down(%) NA 8.57 8.57 8.57 98.61 NA NA 8.57 2.12 7.14 85.29 82.79 97.02 98.82 52.00 43.55
Yield(%) 0.00 0.46 0.15 0.09 1.24 316.67 237.50 0.48 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/30/2021, Common starting date is 01/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STSB (Stance Sustainable Beta ETF) -54.81%
Nov 2010 – Nov 2013
-20.93%
Mar 2010 – Mar 2015
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STSB (Stance Sustainable Beta ETF) 589.29%
Sep 2008 – Sep 2011
134.54%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return