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
BLTD -0.21% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 06/23/2025
More Performance Analytics Comparison
Name Start Date End Date
BLTD 06/23/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.48 NA NA NA NA NA NA -0.21 3.91
Sharpe Ratio NA NA NA NA NA NA NA -0.40 0.75
Standard Deviation(%) NA NA NA NA NA NA NA 7.35 6.42
Draw Down(%) NA NA NA NA NA NA NA 4.79 2.83
Yield(%) 0.00 3.94 1.31 0.79 0.39 0.26 0.20 1.41 2.51
Data as of 06/10/2026, Common starting date is 06/23/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLTD (BLTD) 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
BLTD (BLTD) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return