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
ACEI 2.10% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 09/25/2025
More Performance Analytics Comparison
Name Start Date End Date
ACEI 09/25/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -3.27 NA NA NA NA NA NA 2.10 0.82
Sharpe Ratio NA NA NA NA NA NA NA 0.35 0.04
Standard Deviation(%) NA NA NA NA NA NA NA 13.31 13.80
Draw Down(%) NA NA NA NA NA NA NA 5.19 4.80
Yield(%) 0.00 6.87 2.29 1.37 0.69 0.46 0.34 4.91 2.08
Data as of 06/09/2026, Common starting date is 09/25/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACEI (ACEI) 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
ACEI (ACEI) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return