Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MODRX | 4.44% | 13.96% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/21/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MODRX | 10/21/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.42 | 13.96 | NA | NA | NA | NA | NA | … | … | 4.44 | 14.12 | -2.09 |
| Sharpe Ratio | NA | 1.57 | NA | NA | NA | NA | NA | … | … | 0.92 | 1.11 | -1.88 |
| Standard Deviation(%) | NA | 8.07 | NA | NA | NA | NA | NA | … | … | 9.97 | 10.13 | 7.18 |
| Draw Down(%) | NA | 7.30 | NA | NA | NA | NA | NA | … | … | 7.30 | 9.50 | 3.72 |
| Yield(%) | 0.00 | 2.72 | 1.58 | 0.95 | 0.47 | 0.32 | 0.24 | … | … | 0.00 | 3.25 | 1.60 |
Data as of 06/10/2026, Common starting date is 10/21/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MODRX (MODRX) |
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 |
|---|---|---|---|---|
| MODRX (MODRX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart