Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVERX | 2.04% | 11.14% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVERX | 06/04/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 11.14 | NA | NA | NA | NA | NA | … | … | 2.04 | 14.14 | 9.26 |
| Sharpe Ratio | NA | 2.41 | NA | NA | NA | NA | NA | … | … | 0.73 | 2.52 | 2.80 |
| Standard Deviation(%) | NA | 3.52 | NA | NA | NA | NA | NA | … | … | 3.18 | 4.48 | 4.72 |
| Draw Down(%) | NA | 1.61 | NA | NA | NA | NA | NA | … | … | 1.61 | 2.35 | 0.21 |
| Yield(%) | 0.00 | 1.47 | 1.38 | 0.83 | 0.41 | 0.28 | 0.21 | … | … | 0.00 | 1.54 | 2.51 |
Data as of 06/08/2026, Common starting date is 06/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVERX (EVERX) |
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 |
|---|---|---|---|---|
| EVERX (EVERX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart