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
AFFUD NA -96.00% -92.22% -88.20% -62.36% NA NA
Data as of 06/10/2026, Common starting date is 10/05/2011
More Performance Analytics Comparison
Name Start Date End Date
AFFUD 10/05/2011 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -96.00 -92.22 -88.20 -62.36 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 10/05/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AFFUD (AFFUD) -90.44%
May 2023 – May 2026
-86.20%
May 2021 – May 2026
-59.65%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AFFUD (AFFUD) 201.84%
Jun 2017 – Jun 2020
130.45%
Jan 2015 – Jan 2020
1.92%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return