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
AMZW 1.39% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 06/18/2025
More Performance Analytics Comparison
Name Start Date End Date
AMZW 06/18/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -5.70 NA NA NA NA NA NA 1.39 6.08
Sharpe Ratio NA NA NA NA NA NA NA 0.31 0.24
Standard Deviation(%) NA NA NA NA NA NA NA 37.32 36.81
Draw Down(%) NA NA NA NA NA NA NA 23.60 17.34
Yield(%) 0.84 33.61 11.20 6.72 3.36 2.24 1.68 15.53 20.63
Data as of 06/10/2026, Common starting date is 06/18/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMZW (AMZW) 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
AMZW (AMZW) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return