Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQTYX | 8.18% | 22.20% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/21/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQTYX | 10/21/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 22.20 | NA | NA | NA | NA | NA | … | … | 8.18 | 17.83 | -2.61 |
| Sharpe Ratio | NA | 1.72 | NA | NA | NA | NA | NA | … | … | 1.29 | 0.99 | -1.57 |
| Standard Deviation(%) | NA | 11.35 | NA | NA | NA | NA | NA | … | … | 13.63 | 15.13 | 10.13 |
| Draw Down(%) | NA | 9.43 | NA | NA | NA | NA | NA | … | … | 9.43 | 14.82 | 4.59 |
| Yield(%) | 0.00 | 2.17 | 1.19 | 0.71 | 0.36 | 0.24 | 0.18 | … | … | 0.00 | 2.47 | 1.19 |
Data as of 06/05/2026, Common starting date is 10/21/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQTYX (EQTYX) |
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 |
|---|---|---|---|---|
| EQTYX (EQTYX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart