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
ELIS 52.17% 10.37% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 03/26/2025
More Performance Analytics Comparison
Name Start Date End Date
ELIS 03/26/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 1.94 10.37 NA NA NA NA NA 52.17 -29.45
Sharpe Ratio NA 0.00 NA NA NA NA NA 2.52 -0.93
Standard Deviation(%) NA 48.11 NA NA NA NA NA 60.95 42.48
Draw Down(%) NA 44.97 NA NA NA NA NA 10.41 44.46
Yield(%) 0.00 4.04 1.31 0.79 0.39 0.26 0.20 0.00 3.93
Data as of 06/10/2026, Common starting date is 03/26/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ELIS (ELIS) 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
ELIS (ELIS) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return