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
SFTTF (SHIFT Inc.) NA -93.49% NA NA NA NA NA
Data as of 09/26/2025, Common starting date is 04/10/2023
More Performance Analytics Comparison
Name Start Date End Date
SFTTF (SHIFT Inc.) 04/10/2023 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) 0.00 -93.49 NA NA NA NA NA -93.33 -47.01 2.09
Sharpe Ratio NA -0.35 NA NA NA NA NA -0.32 -0.73 -0.37
Standard Deviation(%) NA 271.95 NA NA NA NA NA 316.92 69.49 2.42
Draw Down(%) NA 93.49 NA NA NA NA NA 93.33 49.06 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 04/10/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFTTF (SHIFT Inc.) 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
SFTTF (SHIFT Inc.) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return