Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPEM | 22.97% | 46.99% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/05/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPEM | 06/05/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.69 | 46.99 | NA | NA | NA | NA | NA | … | … | 22.97 | 20.16 |
| Sharpe Ratio | NA | 2.18 | NA | NA | NA | NA | NA | … | … | 2.05 | 2.64 |
| Standard Deviation(%) | NA | 20.19 | NA | NA | NA | NA | NA | … | … | 26.75 | 13.65 |
| Draw Down(%) | NA | 13.27 | NA | NA | NA | NA | NA | … | … | 13.27 | 4.50 |
| Yield(%) | 0.00 | 4.22 | 1.42 | 0.85 | 0.43 | 0.28 | 0.21 | … | … | 0.00 | 4.27 |
Data as of 06/09/2026, Common starting date is 06/05/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPEM (EPEM) |
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 |
|---|---|---|---|---|
| EPEM (EPEM) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart