Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVYY | 2.97% | 27.92% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/09/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVYY | 05/09/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | 27.92 | NA | NA | NA | NA | NA | … | … | 2.97 | 34.93 |
| Sharpe Ratio | NA | 1.07 | NA | NA | NA | NA | NA | … | … | 0.17 | 2.31 |
| Standard Deviation(%) | NA | 24.54 | NA | NA | NA | NA | NA | … | … | 23.98 | 24.45 |
| Draw Down(%) | NA | 14.90 | NA | NA | NA | NA | NA | … | … | 11.61 | 13.92 |
| Yield(%) | 0.95 | 74.05 | 26.98 | 16.19 | 8.09 | 5.40 | 4.05 | … | … | 32.14 | 56.78 |
Data as of 06/09/2026, Common starting date is 05/09/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVYY (NVYY) |
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 |
|---|---|---|---|---|
| NVYY (NVYY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart