Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TDSPU | 11.88% | 7.56% | 7.56% | NA | NA | NA | NA | 3.87% |
Data as of 07/11/2025, AR inception is 03/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDSPU | 03/09/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.67 | 7.56 | 7.56 | NA | NA | NA | NA | 3.87 | 11.88 | 17.78 | 32.00 | -42.00 | 15.39 |
| Sharpe Ratio | NA | 0.19 | 0.12 | NA | NA | NA | NA | 0.04 | 0.91 | 0.49 | 0.63 | -1.44 | 1.67 |
| Standard Deviation(%) | NA | 23.17 | 35.11 | NA | NA | NA | NA | 31.17 | 23.00 | 29.07 | 45.57 | 30.27 | 11.41 |
| Draw Down(%) | NA | 15.43 | 54.62 | NA | NA | NA | NA | 58.76 | 15.43 | 14.31 | 47.00 | 42.19 | 8.27 |
| Yield(%) | 0.00 | 8.07 | 7.72 | 5.73 | 2.87 | 1.91 | 1.43 | 7.17 | 4.16 | 9.41 | 10.50 | 6.01 | 5.51 |
Data as of 07/11/2025, AR inception is 03/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDSPU (TDSPU) |
-6.60%
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 |
|---|---|---|---|---|
| TDSPU (TDSPU) |
7.70%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart