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
CLSE (Convergence Long/Short Equity ETF) 22.72% 48.20% 31.22% NA NA NA NA
Data as of 06/09/2026, Common starting date is 02/18/2022
More Performance Analytics Comparison
Name Start Date End Date
CLSE (Convergence Long/Short Equity ETF) 02/18/2022 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -2.07 48.20 31.22 NA NA NA NA 22.72 22.25 35.58 17.50 -1.26
Sharpe Ratio NA 3.37 2.04 NA NA NA NA 3.83 1.28 2.39 1.42 -0.19
Standard Deviation(%) NA 13.52 13.80 NA NA NA NA 15.41 15.42 13.35 9.86 16.05
Draw Down(%) NA 4.85 16.45 NA NA NA NA 4.85 16.45 7.41 4.78 14.28
Yield(%) 0.00 1.14 1.48 1.07 0.54 0.36 0.27 0.00 1.13 1.26 1.41 0.83
Data as of 06/09/2026, Common starting date is 02/18/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLSE (Convergence Long/Short Equity ETF) 12.08%
Mar 2022 – Mar 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
CLSE (Convergence Long/Short Equity ETF) 32.37%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return