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
ADWYF NA 0.94% NA NA NA NA NA
Data as of 09/26/2025, Common starting date is 05/24/2024
More Performance Analytics Comparison
Name Start Date End Date
ADWYF 05/24/2024 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024
Annualized Return (%) 0.00 0.94 NA NA NA NA NA 0.00 0.94
Sharpe Ratio NA -2.34 NA NA NA NA NA 0.00 -1.57
Standard Deviation(%) NA 0.90 NA NA NA NA NA NA 1.22
Draw Down(%) NA 0.04 NA NA NA NA NA 0.00 0.04
Yield(%) 0.00 1.72 0.57 0.34 0.17 0.11 0.09 0.00 1.72
Data as of 09/26/2025, Common starting date is 05/24/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADWYF (ADWYF) 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
ADWYF (ADWYF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return