Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEND | 12.20% | 24.77% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEND | 12/27/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 24.77 | NA | NA | NA | NA | NA | … | … | 12.20 | 17.91 | 0.00 |
| Sharpe Ratio | NA | 2.28 | NA | NA | NA | NA | NA | … | … | 2.55 | 1.00 | 0.00 |
| Standard Deviation(%) | NA | 10.70 | NA | NA | NA | NA | NA | … | … | 11.48 | 15.08 | NA |
| Draw Down(%) | NA | 6.38 | NA | NA | NA | NA | NA | … | … | 6.38 | 13.32 | 0.00 |
| Yield(%) | 0.00 | 3.32 | 1.38 | 0.83 | 0.41 | 0.28 | 0.21 | … | … | 1.45 | 2.44 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEND (GEND) |
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 |
|---|---|---|---|---|
| GEND (GEND) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart