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
ELFY 22.68% 40.77% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 04/10/2025
More Performance Analytics Comparison
Name Start Date End Date
ELFY 04/10/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -5.57 40.77 NA NA NA NA NA 22.68 35.83
Sharpe Ratio NA 2.07 NA NA NA NA NA 2.78 2.93
Standard Deviation(%) NA 19.40 NA NA NA NA NA 22.70 17.08
Draw Down(%) NA 8.37 NA NA NA NA NA 8.37 7.41
Yield(%) 0.00 1.21 0.48 0.29 0.14 0.10 0.07 0.29 1.03
Data as of 06/09/2026, Common starting date is 04/10/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ELFY (ELFY) 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
ELFY (ELFY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return