Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOLT | -80.14% | -93.12% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/20/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOLT | 03/20/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -22.96 | -93.12 | NA | NA | NA | NA | NA | … | … | -80.14 | -53.69 |
| Sharpe Ratio | NA | -0.63 | NA | NA | NA | NA | NA | … | … | -0.67 | -0.42 |
| Standard Deviation(%) | NA | 149.11 | NA | NA | NA | NA | NA | … | … | 149.17 | 154.83 |
| Draw Down(%) | NA | 96.24 | NA | NA | NA | NA | NA | … | … | 85.81 | 82.88 |
| Yield(%) | 0.00 | 1.43 | 0.65 | 0.39 | 0.19 | 0.13 | 0.10 | … | … | 2.68 | 0.56 |
Data as of 06/10/2026, Common starting date is 03/20/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOLT (SOLT) |
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 |
|---|---|---|---|---|
| SOLT (SOLT) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart