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
ASMG 103.72% 264.18% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 12/05/2024
More Performance Analytics Comparison
Name Start Date End Date
ASMG 12/05/2024 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 2.06 264.18 NA NA NA NA NA 103.72 0.54 0.00
Sharpe Ratio NA 3.18 NA NA NA NA NA 4.36 -0.03 0.00
Standard Deviation(%) NA 82.23 NA NA NA NA NA 97.11 93.86 NA
Draw Down(%) NA 34.57 NA NA NA NA NA 34.57 62.40 0.00
Yield(%) 0.00 18.00 3.37 2.02 1.01 0.67 0.51 0.00 16.87 0.00
Data as of 06/05/2026, Common starting date is 12/05/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASMG (ASMG) 0.00%
NA
0.00%
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0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASMG (ASMG) 0.00%
NA
0.00%
NA
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0.00%
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return