Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TDSPU 1.24% 10.09% 24.10% 2.11% NA NA NA
Data as of 06/10/2026, Common starting date is 03/09/2021
More Performance Analytics Comparison
Name Start Date End Date
TDSPU 03/09/2021 06/10/2026
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 (%) -5.01 10.09 24.10 2.11 NA NA NA 1.24 18.66 17.78 32.00 -42.00 15.39
Sharpe Ratio NA 0.69 0.74 0.01 NA NA NA 0.52 0.74 0.49 0.63 -1.44 1.67
Standard Deviation(%) NA 17.88 27.93 29.87 NA NA NA 15.02 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(%) 0.00 8.17 11.81 5.97 3.36 2.24 1.68 1.91 8.33 9.41 10.50 6.01 5.51
Data as of 06/10/2026, 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

3-Year Annualized Rolling Return