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
NAGE NA -70.03% 30.29% -17.78% -4.56% -0.45% NA
Data as of 06/05/2026, Common starting date is 07/10/2008
More Performance Analytics Comparison
Name Start Date End Date
NAGE 07/10/2008 06/05/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -70.03 30.29 -17.78 -4.56 -0.45 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 07/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NAGE (NAGE) -50.69%
Feb 2021 – Feb 2024
-30.01%
Aug 2008 – Aug 2013
-11.65%
Jan 2014 – Jan 2024
-13.90%
Aug 2008 – Aug 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NAGE (NAGE) 105.11%
Jun 2022 – Jun 2025
45.41%
Jun 2009 – Jun 2014
22.72%
Jun 2009 – Jun 2019
13.21%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return