Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEEZ (Honeytree U.S. Equity ETF) | 0.88% | 2.03% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/08/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEEZ (Honeytree U.S. Equity ETF) | 11/08/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 2.03 | NA | NA | NA | NA | NA | … | … | 0.88 | 5.64 | 10.40 | 14.29 |
| Sharpe Ratio | NA | -0.08 | NA | NA | NA | NA | NA | … | … | -0.15 | 0.16 | 0.52 | 12.86 |
| Standard Deviation(%) | NA | 13.00 | NA | NA | NA | NA | NA | … | … | 14.74 | 17.17 | 13.06 | 12.27 |
| Draw Down(%) | NA | 8.39 | NA | NA | NA | NA | NA | … | … | 8.39 | 17.30 | 8.24 | 1.06 |
| Yield(%) | 0.00 | 0.56 | 0.57 | 0.34 | 0.17 | 0.11 | 0.09 | … | … | 0.00 | 0.59 | 0.68 | 0.22 |
Data as of 06/09/2026, Common starting date is 11/08/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEEZ (Honeytree U.S. Equity ETF) |
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 |
|---|---|---|---|---|
| BEEZ (Honeytree U.S. Equity ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart