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
FUSTD NA -94.55% -19.10% 6.19% NA NA NA
Data as of 01/06/2025, Common starting date is 09/27/2016
More Performance Analytics Comparison
Name Start Date End Date
FUSTD 09/27/2016 01/06/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -94.55 -19.10 6.19 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 01/06/2025, Common starting date is 09/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUSTD (FUSTD) -70.58%
Aug 2021 – Aug 2024
-34.51%
Jan 2018 – Jan 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUSTD (FUSTD) 297.60%
Dec 2020 – Dec 2023
83.76%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return