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
METL 1.74% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 09/10/2025
More Performance Analytics Comparison
Name Start Date End Date
METL 09/10/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -14.04 NA NA NA NA NA NA 1.74 33.12
Sharpe Ratio NA NA NA NA NA NA NA 0.32 4.06
Standard Deviation(%) NA NA NA NA NA NA NA 49.17 39.11
Draw Down(%) NA NA NA NA NA NA NA 27.39 14.64
Yield(%) 0.00 1.25 0.42 0.25 0.12 0.08 0.06 0.00 1.25
Data as of 06/10/2026, Common starting date is 09/10/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
METL (METL) 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
METL (METL) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return