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
BERZ (MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN) -56.50% -81.65% -74.81% NA NA NA NA
Data as of 06/11/2026, Common starting date is 08/18/2021
More Performance Analytics Comparison
Name Start Date End Date
BERZ (MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN) 08/18/2021 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 19.40 -81.65 -74.81 NA NA NA NA -56.50 -78.85 -65.95 -89.12 102.85 -30.19
Sharpe Ratio NA -0.20 -0.30 NA NA NA NA -0.13 -0.80 -0.95 -1.31 0.79 -0.93
Standard Deviation(%) NA 442.00 264.74 NA NA NA NA 673.99 102.97 73.25 71.12 129.16 66.22
Draw Down(%) NA 98.65 98.97 NA NA NA NA 98.65 88.97 75.02 89.61 56.41 38.32
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/11/2026, Common starting date is 08/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BERZ (MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN) -80.78%
Oct 2022 – Oct 2025
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
BERZ (MicroSectors Solactive FANG & Innovation -3X Inverse Leveraged ETN) -54.42%
Oct 2021 – Oct 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return