Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCLOX | -0.12% | 1.69% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/10/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCLOX | 01/10/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 1.69 | NA | NA | NA | NA | NA | … | … | -0.12 | 3.83 |
| Sharpe Ratio | NA | -0.13 | NA | NA | NA | NA | NA | … | … | -0.46 | 0.22 |
| Standard Deviation(%) | NA | 4.95 | NA | NA | NA | NA | NA | … | … | 5.45 | 4.98 |
| Draw Down(%) | NA | 8.20 | NA | NA | NA | NA | NA | … | … | 6.10 | 5.17 |
| Yield(%) | 0.00 | 12.14 | 5.20 | 3.12 | 1.56 | 1.04 | 0.78 | … | … | 4.69 | 11.27 |
Data as of 06/09/2026, Common starting date is 01/10/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCLOX (NCLOX) |
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 |
|---|---|---|---|---|
| NCLOX (NCLOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart