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
GONYF -14.06% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 10/03/2025
More Performance Analytics Comparison
Name Start Date End Date
GONYF 10/03/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -3.00 NA NA NA NA NA NA -14.06 -7.96
Sharpe Ratio NA NA NA NA NA NA NA -1.23 -1.19
Standard Deviation(%) NA NA NA NA NA NA NA 23.83 26.54
Draw Down(%) NA NA NA NA NA NA NA 16.34 18.11
Yield(%) 0.00 2.93 0.98 0.59 0.29 0.20 0.15 2.28 0.84
Data as of 06/09/2026, Common starting date is 10/03/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GONYF (GONYF) 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
GONYF (GONYF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return