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
IPPP (Listed Funds Trust – Preferred Plus Etf) NA 3.76% 4.27% NA NA NA NA
Data as of 08/25/2025, Common starting date is 03/07/2022
More Performance Analytics Comparison
Name Start Date End Date
IPPP (Listed Funds Trust – Preferred Plus Etf) 03/07/2022 08/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022
Annualized Return (%) 0.20 3.76 4.27 NA NA NA NA 4.23 10.25 14.57 -14.98
Sharpe Ratio NA 0.07 0.05 NA NA NA NA 0.20 0.77 0.64 -0.94
Standard Deviation(%) NA 15.13 15.87 NA NA NA NA 17.86 8.57 17.18 20.90
Draw Down(%) NA 12.08 18.15 NA NA NA NA 11.27 4.94 18.15 20.87
Yield(%) 0.00 5.49 5.14 3.28 1.64 1.09 0.82 2.92 5.92 6.13 3.55
Data as of 08/25/2025, Common starting date is 03/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPPP (Listed Funds Trust – Preferred Plus Etf) 2.17%
Apr 2022 – Apr 2025
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
IPPP (Listed Funds Trust – Preferred Plus Etf) 5.79%
Jun 2022 – Jun 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return