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
NWTKV 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
NWTKV 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 -4.31
Sharpe Ratio NA NA NA NA NA NA NA 2.67 -1.20
Standard Deviation(%) NA NA NA NA NA NA NA 8.78 11.28
Draw Down(%) NA NA NA NA NA NA NA 2.42 6.41
Yield(%) 0.00 4.31 1.44 0.86 0.43 0.29 0.22 2.31 2.15
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
NWTKV (NWTKV) 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
NWTKV (NWTKV) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return