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
SPGNY -5.41% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 05/06/2026
More Performance Analytics Comparison
Name Start Date End Date
SPGNY 05/06/2026 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) 0.00 NA NA NA NA NA NA -5.41
Sharpe Ratio NA NA NA NA NA NA NA -1.49
Standard Deviation(%) NA NA NA NA NA NA NA 34.36
Draw Down(%) NA NA NA NA NA NA NA 12.15
Yield(%) 0.00 3.84 1.28 0.77 0.38 0.26 0.19 3.84
Data as of 06/10/2026, Common starting date is 05/06/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPGNY (SPGNY) 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
SPGNY (SPGNY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return