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
NEHI -41.51% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 12/03/2025
More Performance Analytics Comparison
Name Start Date End Date
NEHI 12/03/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -8.87 NA NA NA NA NA NA -41.51 -3.02
Sharpe Ratio NA NA NA NA NA NA NA -1.24 -0.78
Standard Deviation(%) NA NA NA NA NA NA NA 61.68 46.13
Draw Down(%) NA NA NA NA NA NA NA 49.66 14.84
Yield(%) 0.00 12.80 4.27 2.56 1.28 0.85 0.64 10.30 2.70
Data as of 06/10/2026, Common starting date is 12/03/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NEHI (NEHI) 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
NEHI (NEHI) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return