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
NEDAX 1.01% NA NA NA NA NA NA
Data as of 06/08/2026, Common starting date is 07/03/2025
More Performance Analytics Comparison
Name Start Date End Date
NEDAX 07/03/2025 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.24 NA NA NA NA NA NA 1.01 -0.16
Sharpe Ratio NA NA NA NA NA NA NA 0.02 -0.81
Standard Deviation(%) NA NA NA NA NA NA NA 2.68 3.78
Draw Down(%) NA NA NA NA NA NA NA 1.70 2.46
Yield(%) 0.00 3.06 1.02 0.61 0.31 0.20 0.15 3.06 0.00
Data as of 06/08/2026, Common starting date is 07/03/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NEDAX (NEDAX) 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
NEDAX (NEDAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return