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
KOCG (SHP ETF Trust – FIS Knights of Columbus Global Belief ETF) NA 18.51% 17.68% NA NA NA NA
Data as of 07/18/2025, Common starting date is 07/15/2021
More Performance Analytics Comparison
Name Start Date End Date
KOCG (SHP ETF Trust – FIS Knights of Columbus Global Belief ETF) 07/15/2021 07/18/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) 0.28 18.51 17.68 NA NA NA NA 10.67 21.12 20.65 -21.71 4.16
Sharpe Ratio NA 0.86 0.89 NA NA NA NA 0.85 1.43 1.33 -1.00 0.63
Standard Deviation(%) NA 17.91 16.13 NA NA NA NA 20.70 12.26 12.89 23.25 14.46
Draw Down(%) NA 15.24 16.10 NA NA NA NA 15.24 7.58 10.63 28.72 7.00
Yield(%) 0.00 1.03 1.70 0.88 0.44 0.29 0.22 0.00 1.17 1.80 1.53 0.29
Data as of 07/18/2025, Common starting date is 07/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KOCG (SHP ETF Trust – FIS Knights of Columbus Global Belief ETF) 3.71%
Aug 2021 – Aug 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
KOCG (SHP ETF Trust – FIS Knights of Columbus Global Belief ETF) 17.76%
Jun 2022 – Jun 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return