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
RSMC (Rockefeller U.S. Small-Mid Cap ETF) 9.74% 8.97% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 10/10/2024
More Performance Analytics Comparison
Name Start Date End Date
RSMC (Rockefeller U.S. Small-Mid Cap ETF) 10/10/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -1.00 8.97 NA NA NA NA NA 9.74 1.61 0.00
Sharpe Ratio NA 0.42 NA NA NA NA NA 1.23 -0.06 NA
Standard Deviation(%) NA 17.20 NA NA NA NA NA 18.49 21.45 18.76
Draw Down(%) NA 10.48 NA NA NA NA NA 10.48 21.70 6.55
Yield(%) 0.00 0.00 NA NA NA NA NA 0.00 0.00 NA
Data as of 06/10/2026, Common starting date is 10/10/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RSMC (Rockefeller U.S. Small-Mid Cap ETF) 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
RSMC (Rockefeller U.S. Small-Mid Cap ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return