Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDUXX | -72.30% | -75.96% | -40.97% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDUXX | 11/01/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -71.43 | -75.96 | -40.97 | NA | NA | NA | NA | … | … | -72.30 | -15.77 | -16.93 | 36.98 | 16,936.07 | 639.95 |
| Sharpe Ratio | NA | -0.26 | -0.21 | NA | NA | NA | NA | … | … | -0.51 | -0.07 | -0.10 | 10.09 | 175.17 | 65,711.37 |
| Standard Deviation(%) | NA | 299.67 | 212.60 | NA | NA | NA | NA | … | … | 192.24 | 272.80 | 212.61 | 3.33 | 98.69 | 249.79 |
| Draw Down(%) | NA | 76.08 | 80.81 | NA | NA | NA | NA | … | … | 72.30 | 76.67 | 80.77 | 0.55 | 14.04 | 18.73 |
| Yield(%) | 0.00 | 0.00 | 0.65 | 840.00 | 420.00 | 280.00 | 210.00 | … | … | 0.00 | 0.41 | 0.95 | 1.25 | 64.84 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDUXX (EDUXX) |
-10.06%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| EDUXX (EDUXX) |
483.76%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart