Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REFFX | 2.75% | 7.23% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/23/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REFFX | 04/23/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 7.23 | NA | NA | NA | NA | NA | … | … | 2.75 | 6.03 |
| Sharpe Ratio | NA | 1.76 | NA | NA | NA | NA | NA | … | … | 1.44 | 2.43 |
| Standard Deviation(%) | NA | 2.61 | NA | NA | NA | NA | NA | … | … | 2.78 | 2.48 |
| Draw Down(%) | NA | 1.62 | NA | NA | NA | NA | NA | … | … | 1.62 | 0.57 |
| Yield(%) | 0.61 | 7.15 | 2.79 | 1.67 | 0.84 | 0.56 | 0.42 | … | … | 2.97 | 5.39 |
Data as of 06/05/2026, Common starting date is 04/23/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REFFX (REFFX) |
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 |
|---|---|---|---|---|
| REFFX (REFFX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart