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
ECCU 2.96% 10.05% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 12/19/2024
More Performance Analytics Comparison
Name Start Date End Date
ECCU 12/19/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -1.13 10.05 NA NA NA NA NA 2.96 10.03 0.37
Sharpe Ratio NA 1.39 NA NA NA NA NA 0.90 1.23 2.23
Standard Deviation(%) NA 5.95 NA NA NA NA NA 6.49 5.92 4.77
Draw Down(%) NA 2.50 NA NA NA NA NA 2.50 3.20 0.28
Yield(%) 0.00 7.78 3.43 2.06 1.03 0.69 0.51 1.92 8.21 0.00
Data as of 06/09/2026, Common starting date is 12/19/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECCU (ECCU) 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
ECCU (ECCU) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return