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
RWTP 1.93% 8.63% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 01/30/2025
More Performance Analytics Comparison
Name Start Date End Date
RWTP 01/30/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.37 8.63 NA NA NA NA NA 1.93 8.39
Sharpe Ratio NA 0.77 NA NA NA NA NA 0.20 0.76
Standard Deviation(%) NA 7.85 NA NA NA NA NA 8.79 8.32
Draw Down(%) NA 6.19 NA NA NA NA NA 6.19 5.60
Yield(%) 0.00 9.40 4.22 2.53 1.27 0.84 0.63 4.60 8.06
Data as of 06/09/2026, Common starting date is 01/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWTP (RWTP) 0.00%
NA
0.00%
NA
0.00%
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0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWTP (RWTP) 0.00%
NA
0.00%
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0.00%
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return