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
RWTQ -4.19% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 11/25/2025
More Performance Analytics Comparison
Name Start Date End Date
RWTQ 11/25/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.29 NA NA NA NA NA NA -4.19 5.22
Sharpe Ratio NA NA NA NA NA NA NA -1.29 8.55
Standard Deviation(%) NA NA NA NA NA NA NA 9.30 7.97
Draw Down(%) NA NA NA NA NA NA NA 8.63 0.90
Yield(%) 0.00 5.09 1.70 1.02 0.51 0.34 0.25 4.85 0.00
Data as of 06/05/2026, Common starting date is 11/25/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWTQ (RWTQ) 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
RWTQ (RWTQ) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return