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
EASY 5.00% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 10/01/2025
More Performance Analytics Comparison
Name Start Date End Date
EASY 10/01/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 1.49 NA NA NA NA NA NA 5.00 -0.70
Sharpe Ratio NA NA NA NA NA NA NA 0.96 -0.55
Standard Deviation(%) NA NA NA NA NA NA NA 9.97 9.78
Draw Down(%) NA NA NA NA NA NA NA 7.78 4.04
Yield(%) 0.00 0.55 0.18 0.11 0.06 0.04 0.03 0.43 0.12
Data as of 06/05/2026, Common starting date is 10/01/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EASY (EASY) 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
EASY (EASY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return