Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EXEEZ (Expand Energy Corporation) NA -0.47% 11.22% NA NA NA NA
Data as of 02/06/2026, Common starting date is 02/10/2021
More Performance Analytics Comparison
Name Start Date End Date
EXEEZ (Expand Energy Corporation) 02/10/2021 02/06/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -0.47 11.22 NA NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/06/2026, Common starting date is 02/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EXEEZ (Expand Energy Corporation) 2.53%
Nov 2022 – Nov 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
EXEEZ (Expand Energy Corporation) 57.08%
Mar 2021 – Mar 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return