Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPOAY | 27.24% | 27.59% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/21/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPOAY | 04/21/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.39 | 27.59 | NA | NA | NA | NA | NA | … | … | 27.24 | 16.35 |
| Sharpe Ratio | NA | 0.77 | NA | NA | NA | NA | NA | … | … | 1.88 | 0.80 |
| Standard Deviation(%) | NA | 32.53 | NA | NA | NA | NA | NA | … | … | 38.77 | 26.73 |
| Draw Down(%) | NA | 23.44 | NA | NA | NA | NA | NA | … | … | 23.44 | 18.26 |
| Yield(%) | 0.00 | 1.47 | 0.78 | 0.47 | 0.23 | 0.16 | 0.12 | … | … | 0.90 | 1.29 |
Data as of 06/05/2026, Common starting date is 04/21/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPOAY (EPOAY) |
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 |
|---|---|---|---|---|
| EPOAY (EPOAY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart