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
REAGX 7.28% 21.85% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
Name Start Date End Date
REAGX 12/23/2024 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -3.15 21.85 NA NA NA NA NA 7.28 20.78 -1.10
Sharpe Ratio NA 1.55 NA NA NA NA NA 1.02 1.16 NA
Standard Deviation(%) NA 12.43 NA NA NA NA NA 15.05 15.44 NA
Draw Down(%) NA 9.74 NA NA NA NA NA 9.74 15.53 NA
Yield(%) 0.00 2.11 0.97 0.58 0.29 0.19 0.15 0.00 2.24 0.72
Data as of 06/05/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
REAGX (REAGX) 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
REAGX (REAGX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return