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
AUGO 22.01% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 07/16/2025
More Performance Analytics Comparison
Name Start Date End Date
AUGO 07/16/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -21.83 NA NA NA NA NA NA 22.01 113.23
Sharpe Ratio NA NA NA NA NA NA NA 0.69 7.94
Standard Deviation(%) NA NA NA NA NA NA NA 81.50 51.43
Draw Down(%) NA NA NA NA NA NA NA 44.08 24.45
Yield(%) 0.00 9.28 3.09 1.86 0.93 0.62 0.46 2.88 3.34
Data as of 06/05/2026, Common starting date is 07/16/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AUGO (AUGO) 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
AUGO (AUGO) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return