Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFUL (Collaborative Investment – Mindful Conservative ETF) | 1.89% | 5.37% | 4.35% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFUL (Collaborative Investment – Mindful Conservative ETF) | 11/02/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 5.37 | 4.35 | NA | NA | NA | NA | … | … | 1.89 | 4.49 | 5.37 | 2.24 | -12.46 | -1.46 |
| Sharpe Ratio | NA | 0.82 | 0.30 | NA | NA | NA | NA | … | … | 0.57 | 0.36 | 0.45 | -0.45 | -2.94 | -1.83 |
| Standard Deviation(%) | NA | 4.26 | 4.31 | NA | NA | NA | NA | … | … | 5.37 | 4.53 | 3.92 | 3.20 | 4.75 | 4.74 |
| Draw Down(%) | NA | 3.38 | 4.74 | NA | NA | NA | NA | … | … | 3.38 | 4.17 | 2.25 | 4.49 | 13.21 | 3.15 |
| Yield(%) | 0.00 | 3.12 | 3.57 | 1.91 | 0.95 | 0.64 | 0.48 | … | … | 0.00 | 3.35 | 2.67 | 4.87 | 0.26 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFUL (Collaborative Investment – Mindful Conservative ETF) |
-1.94%
Dec 2021 – Dec 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 |
|---|---|---|---|---|
| MFUL (Collaborative Investment – Mindful Conservative ETF) |
4.92%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart