Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQTY (Kovitz Core Equity ETF) | 1.82% | 14.53% | 16.09% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQTY (Kovitz Core Equity ETF) | 12/12/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 14.53 | 16.09 | NA | NA | NA | NA | … | … | 1.82 | 14.56 | 19.90 | 26.95 | -3.83 |
| Sharpe Ratio | NA | 0.92 | 0.89 | NA | NA | NA | NA | … | … | 0.12 | 0.68 | 1.11 | 1.56 | -2.32 |
| Standard Deviation(%) | NA | 12.91 | 14.36 | NA | NA | NA | NA | … | … | 14.33 | 17.49 | 12.02 | 14.66 | 24.18 |
| Draw Down(%) | NA | 11.87 | 17.28 | NA | NA | NA | NA | … | … | 11.87 | 17.28 | 6.79 | 11.46 | 6.75 |
| Yield(%) | 0.00 | 0.02 | 0.25 | 0.18 | 0.09 | 0.06 | 0.05 | … | … | 0.00 | 0.03 | 0.39 | 0.32 | 0.08 |
Data as of 06/05/2026, Common starting date is 12/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQTY (Kovitz Core Equity ETF) |
14.28%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| EQTY (Kovitz Core Equity ETF) |
18.03%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart