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
NHYB 1.54% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 09/24/2025
More Performance Analytics Comparison
Name Start Date End Date
NHYB 09/24/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.36 NA NA NA NA NA NA 1.54 1.31
Sharpe Ratio NA NA NA NA NA NA NA 0.23 0.76
Standard Deviation(%) NA NA NA NA NA NA NA 4.07 3.04
Draw Down(%) NA NA NA NA NA NA NA 2.40 1.18
Yield(%) 0.00 4.20 1.40 0.84 0.42 0.28 0.21 2.92 1.28
Data as of 06/09/2026, Common starting date is 09/24/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NHYB (NHYB) 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
NHYB (NHYB) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return