Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKW | -5.63% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/18/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKW | 06/18/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.30 | NA | NA | NA | NA | NA | NA | … | … | -5.63 | 2.09 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.70 | 0.07 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 18.88 | 16.26 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 10.55 | 8.90 |
| Yield(%) | 0.21 | 19.30 | 6.43 | 3.86 | 1.93 | 1.29 | 0.97 | … | … | 7.35 | 12.86 |
Data as of 06/10/2026, Common starting date is 06/18/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKW (BRKW) |
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 |
|---|---|---|---|---|
| BRKW (BRKW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart