Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARZXD | NA | 20.14% | 30.17% | 29.23% | 7.12% | 4.93% | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARZXD | 09/17/2010 | 09/26/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 20.14 | 30.17 | 29.23 | 7.12 | 4.93 | 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 | 5.86 | 4.86 | 4.56 | … | … |
Data as of 09/26/2025, Common starting date is 09/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARZXD (ARZXD) |
-39.58%
Aug 2015 – Aug 2018 |
-30.45%
Apr 2015 – Apr 2020 |
-16.10%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARZXD (ARZXD) |
86.71%
Apr 2020 – Apr 2023 |
51.63%
Apr 2020 – Apr 2025 |
6.91%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart