Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HERZ | -22.27% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/08/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERZ | 07/08/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.30 | NA | NA | NA | NA | NA | NA | … | … | -22.27 | 49.29 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.97 | 2.38 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 40.88 | 52.30 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 33.60 | 16.24 |
| Yield(%) | 0.00 | 63.25 | 21.08 | 12.65 | 6.32 | 4.22 | 3.16 | … | … | 15.53 | 50.70 |
Data as of 06/10/2026, Common starting date is 07/08/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERZ (HERZ) |
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 |
|---|---|---|---|---|
| HERZ (HERZ) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart