Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMUPF (Sims Limited) | 95.31% | 141.99% | 27.21% | 15.70% | 17.57% | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMUPF (Sims Limited) | 08/14/2012 | 06/18/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.40 | 141.99 | 27.21 | 15.70 | 17.57 | NA | NA | … | … | 95.31 | 34.76 | -14.60 | 11.69 | -8.43 | 16.48 | 23.86 | 13.51 | -34.56 | 31.86 | 86.85 | -45.91 | 2.95 | 7.64 | 0.96 |
| Sharpe Ratio | NA | 2.54 | 0.63 | 0.25 | 0.32 | NA | NA | … | … | 5.62 | 0.69 | -0.83 | 0.24 | -0.20 | 0.15 | 0.50 | 0.72 | -0.94 | 1.18 | 2.59 | -1.13 | 0.10 | 0.30 | 0.08 |
| Standard Deviation(%) | NA | 54.96 | 40.96 | 41.14 | 50.41 | NA | NA | … | … | 60.93 | 46.69 | 21.92 | 34.20 | 48.45 | 111.03 | 47.06 | 16.74 | 38.25 | 26.62 | 33.45 | 40.49 | 28.54 | 24.98 | 31.40 |
| Draw Down(%) | NA | 21.33 | 36.21 | 55.67 | 58.79 | NA | NA | … | … | 13.33 | 21.33 | 30.34 | 30.36 | 47.70 | 53.51 | 32.80 | 10.46 | 45.97 | 12.49 | 10.58 | 51.36 | 21.89 | 21.02 | 17.71 |
| Yield(%) | 0.00 | 3.75 | 2.40 | 3.28 | 6.29 | 3.32 | 2.49 | … | … | 2.27 | 2.91 | 1.73 | 2.48 | 7.69 | 4.47 | 0.78 | 5.79 | 4.91 | 5.66 | 4.06 | 3.69 | 1.30 | 0.00 | 1.16 |
Data as of 06/18/2026, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMUPF (Sims Limited) |
-19.41%
Feb 2013 – Feb 2016 |
-6.07%
Jul 2015 – Jul 2020 |
-0.70%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMUPF (Sims Limited) |
36.07%
Mar 2019 – Mar 2022 |
22.58%
May 2016 – May 2021 |
15.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart