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
SYUS (Syntax Stratified U.S. Total Market ETF) NA 95.58% 23.88% NA NA NA NA
Data as of 09/27/2024, Common starting date is 03/22/2021
More Performance Analytics Comparison
Name Start Date End Date
SYUS (Syntax Stratified U.S. Total Market ETF) 03/22/2021 09/27/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021
Annualized Return (%) 57.00 95.58 23.88 NA NA NA NA 75.45 13.89 -10.03 14.98
Sharpe Ratio NA 1.96 0.67 NA NA NA NA 2.04 0.71 -0.51 1.51
Standard Deviation(%) NA 45.86 30.54 NA NA NA NA 52.58 13.78 22.33 12.88
Draw Down(%) NA 6.24 20.35 NA NA NA NA 6.03 12.81 20.35 6.34
Yield(%) 0.00 1.78 1.57 1.02 0.51 0.34 0.26 0.00 1.82 1.46 1.64
Data as of 09/27/2024, Common starting date is 03/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SYUS (Syntax Stratified U.S. Total Market ETF) 4.95%
Apr 2021 – Apr 2024
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
SYUS (Syntax Stratified U.S. Total Market ETF) 6.28%
Jul 2021 – Jul 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return