Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANNSD | 11.31% | 140.01% | 78.58% | 40.51% | 21.20% | NA | NA | … | … |
Data as of 04/02/2026, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANNSD | 05/04/2015 | 04/02/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.34 | 140.01 | 78.58 | 40.51 | 21.20 | NA | NA | … | … | 11.31 | 153.06 | 17.78 | 105.99 | -17.94 | -10.69 | -9.28 | 26.19 | -23.35 | 45.58 | 25.32 | 11.52 |
| Sharpe Ratio | NA | 1.75 | 1.33 | 0.75 | 0.46 | NA | NA | … | … | 1.53 | 1.95 | 0.66 | 2.03 | -0.36 | -0.26 | -0.16 | 1.50 | -1.17 | 1.90 | 1.15 | 0.79 |
| Standard Deviation(%) | NA | 78.32 | 54.52 | 51.58 | 43.78 | NA | NA | … | … | 32.66 | 77.43 | 21.47 | 51.02 | 53.68 | 41.33 | 60.99 | 16.51 | 21.14 | 23.70 | 21.77 | 22.37 |
| Draw Down(%) | NA | 25.18 | 25.18 | 46.17 | 56.22 | NA | NA | … | … | 16.62 | 25.18 | 13.20 | 17.77 | 45.16 | 22.91 | 46.22 | 12.16 | 30.10 | 12.63 | 10.71 | 8.34 |
| Yield(%) | 0.00 | 51.11 | 39.65 | 22.88 | 14.29 | 12.45 | 9.34 | … | … | 0.00 | 59.65 | 4.57 | 40.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/02/2026, Common starting date is 05/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANNSD (ANNSD) |
-16.01%
Sep 2019 – Sep 2022 |
-9.64%
Sep 2017 – Sep 2022 |
21.64%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANNSD (ANNSD) |
94.29%
Sep 2022 – Sep 2025 |
45.36%
Jul 2020 – Jul 2025 |
23.82%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart