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
AZYY -5.17% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 09/16/2025
More Performance Analytics Comparison
Name Start Date End Date
AZYY 09/16/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -4.97 NA NA NA NA NA NA -5.17 -5.34
Sharpe Ratio NA NA NA NA NA NA NA -0.65 -0.87
Standard Deviation(%) NA NA NA NA NA NA NA 21.61 22.66
Draw Down(%) NA NA NA NA NA NA NA 14.37 15.40
Yield(%) 0.66 27.28 9.09 5.46 2.73 1.82 1.36 18.75 12.99
Data as of 06/05/2026, Common starting date is 09/16/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AZYY (AZYY) 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
AZYY (AZYY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return