Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYF-PA (Synchrony Financial) | 3.81% | 14.47% | 11.56% | 1.01% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYF-PA (Synchrony Financial) | 11/08/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.47 | 11.56 | 1.01 | NA | NA | NA | … | … | 3.81 | 9.88 | 19.58 | 9.21 | -31.82 | 6.31 | 10.82 | 2.04 |
| Sharpe Ratio | NA | 1.12 | 0.52 | -0.07 | NA | NA | NA | … | … | 0.70 | 0.50 | 0.90 | 0.17 | -1.44 | 0.73 | 0.12 | 2.45 |
| Standard Deviation(%) | NA | 10.54 | 15.99 | 21.07 | NA | NA | NA | … | … | 9.49 | 14.07 | 17.72 | 33.23 | 23.14 | 8.59 | 88.11 | 5.91 |
| Draw Down(%) | NA | 7.29 | 21.39 | 42.02 | NA | NA | NA | … | … | 6.73 | 16.00 | 12.24 | 26.77 | 33.21 | 3.75 | 65.38 | 1.71 |
| Yield(%) | 0.00 | 7.64 | 7.95 | 5.27 | 3.65 | 2.43 | 1.83 | … | … | 3.58 | 7.10 | 8.14 | 8.07 | 5.23 | 5.31 | 5.48 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYF-PA (Synchrony Financial) |
-10.32%
Oct 2020 – Oct 2023 |
-0.17%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYF-PA (Synchrony Financial) |
14.95%
Apr 2023 – Apr 2026 |
7.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart