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
KYLD 12.28% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 10/20/2025
More Performance Analytics Comparison
Name Start Date End Date
KYLD 10/20/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -5.10 NA NA NA NA NA NA 12.28 -10.18
Sharpe Ratio NA NA NA NA NA NA NA 0.87 -1.38
Standard Deviation(%) NA NA NA NA NA NA NA 32.75 32.09
Draw Down(%) NA NA NA NA NA NA NA 18.83 15.54
Yield(%) 0.44 14.06 4.69 2.81 1.41 0.94 0.70 11.52 3.96
Data as of 06/05/2026, Common starting date is 10/20/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KYLD (KYLD) 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
KYLD (KYLD) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return