Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDSPU | 3.73% | 14.52% | 28.57% | 2.91% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 03/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDSPU | 03/09/2021 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | 14.52 | 28.57 | 2.91 | NA | NA | NA | … | … | 3.73 | 18.66 | 17.78 | 32.00 | -42.00 | 15.39 |
| Sharpe Ratio | NA | 0.61 | 0.77 | 0.00 | NA | NA | NA | … | … | 0.19 | 0.74 | 0.49 | 0.63 | -1.44 | 1.67 |
| Standard Deviation(%) | NA | 17.93 | 27.78 | 29.88 | NA | NA | NA | … | … | 15.13 | 21.44 | 29.07 | 45.57 | 30.27 | 11.41 |
| Draw Down(%) | NA | 14.61 | 17.07 | 58.76 | NA | NA | NA | … | … | 9.16 | 15.43 | 14.31 | 47.00 | 42.19 | 8.27 |
| Yield(%) | 1.99 | 8.47 | 13.20 | 6.08 | 3.53 | 2.35 | 1.76 | … | … | 3.81 | 8.33 | 9.41 | 10.50 | 6.01 | 5.51 |
Data as of 06/16/2026, Common starting date 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 |
3.32%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDSPU (TDSPU) |
29.14%
May 2023 – May 2026 |
3.89%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart