Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EHLD | 32.27% | 47.35% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/13/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EHLD | 03/13/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 47.35 | NA | NA | NA | NA | NA | … | … | 32.27 | -64.18 |
| Sharpe Ratio | NA | 1.17 | NA | NA | NA | NA | NA | … | … | 3.32 | -0.72 |
| Standard Deviation(%) | NA | 42.65 | NA | NA | NA | NA | NA | … | … | 25.95 | 104.79 |
| Draw Down(%) | NA | 25.82 | NA | NA | NA | NA | NA | … | … | 13.71 | 79.66 |
| Yield(%) | 1.62 | 10.85 | 1.16 | 0.70 | 0.35 | 0.23 | 0.17 | … | … | 4.11 | 2.09 |
Data as of 06/10/2026, Common starting date is 03/13/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EHLD (EHLD) |
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 |
|---|---|---|---|---|
| EHLD (EHLD) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart