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
NEWTP 10.48% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 08/14/2025
More Performance Analytics Comparison
Name Start Date End Date
NEWTP 08/14/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 1.22 NA NA NA NA NA NA 10.48 -3.36
Sharpe Ratio NA NA NA NA NA NA NA 2.67 -0.98
Standard Deviation(%) NA NA NA NA NA NA NA 8.78 11.46
Draw Down(%) NA NA NA NA NA NA NA 2.42 5.48
Yield(%) 0.00 5.27 1.76 1.05 0.53 0.35 0.26 2.31 3.11
Data as of 06/09/2026, Common starting date is 08/14/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NEWTP (NEWTP) 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
NEWTP (NEWTP) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return