Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFFIX | 10.15% | 23.23% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/30/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFFIX | 09/30/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.45 | 23.23 | NA | NA | NA | NA | NA | … | … | 10.15 | 1.67 | -3.03 |
| Sharpe Ratio | NA | 1.97 | NA | NA | NA | NA | NA | … | … | 1.97 | -0.12 | -2.03 |
| Standard Deviation(%) | NA | 10.60 | NA | NA | NA | NA | NA | … | … | 11.57 | 10.24 | 7.17 |
| Draw Down(%) | NA | 4.69 | NA | NA | NA | NA | NA | … | … | 4.69 | 13.62 | 4.00 |
| Yield(%) | 0.00 | 0.70 | 0.36 | 0.22 | 0.11 | 0.07 | 0.05 | … | … | 0.00 | 0.63 | 0.48 |
Data as of 06/08/2026, Common starting date is 09/30/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFFIX (EFFIX) |
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 |
|---|---|---|---|---|
| EFFIX (EFFIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart