Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWIO (Spinnaker ETF Series – Trajan Wealth Income Opportunities ETF) | NA | 5.85% | 0.57% | NA | NA | NA | NA | … | … |
Data as of 01/24/2025, Common starting date is 04/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWIO (Spinnaker ETF Series – Trajan Wealth Income Opportunities ETF) | 04/05/2021 | 01/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.85 | 0.57 | NA | NA | NA | NA | … | … | 1.23 | 6.70 | 6.44 | -12.87 | 5.86 |
| Sharpe Ratio | NA | -0.08 | -0.35 | NA | NA | NA | NA | … | … | 2.40 | 0.01 | 0.25 | -1.22 | 1.27 |
| Standard Deviation(%) | NA | 8.65 | 10.02 | NA | NA | NA | NA | … | … | 7.61 | 8.98 | 8.96 | 11.75 | 6.22 |
| Draw Down(%) | NA | 5.30 | 16.67 | NA | NA | NA | NA | … | … | 2.10 | 4.44 | 10.80 | 18.10 | 3.40 |
| Yield(%) | 0.00 | 4.93 | 4.02 | 2.93 | 1.46 | 0.98 | 0.73 | … | … | 0.00 | 5.05 | 4.64 | 3.74 | 2.36 |
Data as of 01/24/2025, Common starting date is 04/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWIO (Spinnaker ETF Series – Trajan Wealth Income Opportunities ETF) |
-0.58%
May 2021 – May 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 |
|---|---|---|---|---|
| TWIO (Spinnaker ETF Series – Trajan Wealth Income Opportunities ETF) |
1.48%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart