Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTRU (Aqua America Inc) | NA | -0.32% | 6.20% | NA | NA | NA | NA | … | … |
Data as of 04/29/2022, Common starting date is 04/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTRU (Aqua America Inc) | 04/18/2019 | 04/29/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.06 | -0.32 | 6.20 | NA | NA | NA | NA | … | … | -14.09 | 12.10 | 3.29 | 16.31 |
| Sharpe Ratio | NA | -0.02 | 0.20 | NA | NA | NA | NA | … | … | -1.61 | 0.68 | 0.07 | 1.76 |
| Standard Deviation(%) | NA | 19.03 | 28.29 | NA | NA | NA | NA | … | … | 23.30 | 17.67 | 42.57 | 12.91 |
| Draw Down(%) | NA | 14.19 | 36.94 | NA | NA | NA | NA | … | … | 14.19 | 12.46 | 36.94 | 6.60 |
| Yield(%) | 0.00 | 5.14 | 5.60 | 3.47 | 1.74 | 1.16 | 0.87 | … | … | 2.32 | 4.97 | 4.88 | 2.98 |
Data as of 04/29/2022, Common starting date is 04/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRU (Aqua America Inc) |
0.00%
NA |
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 |
|---|---|---|---|---|
| WTRU (Aqua America Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart