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
LIFT 0.71% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 09/24/2025
More Performance Analytics Comparison
Name Start Date End Date
LIFT 09/24/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.07 NA NA NA NA NA NA 0.71 1.14
Sharpe Ratio NA NA NA NA NA NA NA -0.63 1.42
Standard Deviation(%) NA NA NA NA NA NA NA 1.35 1.19
Draw Down(%) NA NA NA NA NA NA NA 0.47 0.26
Yield(%) 3.33 24.09 8.03 4.82 2.41 1.61 1.20 17.25 8.03
Data as of 06/05/2026, Common starting date is 09/24/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIFT (LIFT) 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
LIFT (LIFT) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return