Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDUB (Aptus International Enhanced Yield) | 11.34% | 26.71% | 16.04% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDUB (Aptus International Enhanced Yield) | 07/23/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.05 | 26.71 | 16.04 | NA | NA | NA | NA | … | … | 11.34 | 27.53 | 6.12 | 9.06 | -19.78 | -1.25 |
| Sharpe Ratio | NA | 1.59 | 0.95 | NA | NA | NA | NA | … | … | 1.32 | 1.66 | 0.23 | 0.48 | -1.14 | -0.26 |
| Standard Deviation(%) | NA | 15.96 | 14.11 | NA | NA | NA | NA | … | … | 20.60 | 14.88 | 10.99 | 11.29 | 18.69 | 10.94 |
| Draw Down(%) | NA | 11.46 | 12.83 | NA | NA | NA | NA | … | … | 11.46 | 12.66 | 6.81 | 10.61 | 27.29 | 6.67 |
| Yield(%) | 0.00 | 6.20 | 5.61 | 3.37 | 1.68 | 1.12 | 0.84 | … | … | 1.23 | 5.95 | 5.69 | 3.87 | 2.04 | 1.35 |
Data as of 06/10/2026, Common starting date is 07/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDUB (Aptus International Enhanced Yield) |
-2.44%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| IDUB (Aptus International Enhanced Yield) |
19.10%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart