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
AHRT-PA 3.42% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 01/29/2026
More Performance Analytics Comparison
Name Start Date End Date
AHRT-PA 01/29/2026 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) 0.92 NA NA NA NA NA NA 3.42
Sharpe Ratio NA NA NA NA NA NA NA 0.36
Standard Deviation(%) NA NA NA NA NA NA NA 13.33
Draw Down(%) NA NA NA NA NA NA NA 4.89
Yield(%) 0.00 1.96 0.65 0.39 0.20 0.13 0.10 1.96
Data as of 06/10/2026, Common starting date is 01/29/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AHRT-PA (AHRT-PA) 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
AHRT-PA (AHRT-PA) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return