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
SMCC_old (Defiance Leveraged Long + Income SMCI ETF) NA 8.80% 2.85% 1.70% 0.85% 0.56% 0.42%
Data as of 09/12/2025, Common starting date is 01/04/1999
More Performance Analytics Comparison
Name Start Date End Date
SMCC_old (Defiance Leveraged Long + Income SMCI ETF) 01/04/1999 09/12/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 8.80 2.85 1.70 0.85 0.56 0.42
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 2.21 0.74 0.44 0.22 0.15 0.11
Data as of 09/12/2025, Common starting date is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMCC_old (Defiance Leveraged Long + Income SMCI 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
SMCC_old (Defiance Leveraged Long + Income SMCI ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return