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
RCLO 2.40% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 10/22/2025
More Performance Analytics Comparison
Name Start Date End Date
RCLO 10/22/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.45 NA NA NA NA NA NA 2.40 1.37
Sharpe Ratio NA NA NA NA NA NA NA 0.82 4.94
Standard Deviation(%) NA NA NA NA NA NA NA 3.87 0.98
Draw Down(%) NA NA NA NA NA NA NA 3.72 0.20
Yield(%) 0.54 4.12 1.37 0.82 0.41 0.27 0.21 2.79 1.32
Data as of 06/05/2026, Common starting date is 10/22/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RCLO (RCLO) 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
RCLO (RCLO) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return