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
KOID 26.81% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 06/06/2025
More Performance Analytics Comparison
Name Start Date End Date
KOID 06/06/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -3.44 NA NA NA NA NA NA 26.81 27.60
Sharpe Ratio NA NA NA NA NA NA NA 2.47 2.37
Standard Deviation(%) NA NA NA NA NA NA NA 29.01 21.50
Draw Down(%) NA NA NA NA NA NA NA 18.19 15.00
Yield(%) 0.00 1.07 0.36 0.21 0.11 0.07 0.05 0.00 1.07
Data as of 06/05/2026, Common starting date is 06/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KOID (KOID) 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
KOID (KOID) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return