Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVGRU (Evergreen Corp Unit) | NA | 3.80% | 6.11% | NA | NA | NA | NA | … | … |
Data as of 08/11/2025, Common starting date is 02/08/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVGRU (Evergreen Corp Unit) | 02/08/2022 | 08/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.80 | 6.11 | NA | NA | NA | NA | … | … | 1.52 | 5.80 | 4.33 | 7.35 |
| Sharpe Ratio | NA | 0.02 | 0.12 | NA | NA | NA | NA | … | … | -0.01 | -0.05 | 0.00 | 1.32 |
| Standard Deviation(%) | NA | 34.56 | 23.39 | NA | NA | NA | NA | … | … | 41.41 | 15.31 | 19.06 | 5.11 |
| Draw Down(%) | NA | 22.24 | 22.24 | NA | NA | NA | NA | … | … | 22.24 | 6.55 | 14.48 | 1.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/11/2025, Common starting date is 02/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVGRU (Evergreen Corp Unit) |
5.70%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| EVGRU (Evergreen Corp Unit) |
6.14%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart