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
SPUT 3.91% 14.29% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 01/21/2025
More Performance Analytics Comparison
Name Start Date End Date
SPUT 01/21/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -3.14 14.29 NA NA NA NA NA 3.91 14.58
Sharpe Ratio NA 1.80 NA NA NA NA NA 1.02 1.07
Standard Deviation(%) NA 7.67 NA NA NA NA NA 8.97 11.77
Draw Down(%) NA 3.81 NA NA NA NA NA 3.81 10.55
Yield(%) 0.00 5.62 2.45 1.47 0.74 0.49 0.37 2.09 5.08
Data as of 06/10/2026, Common starting date is 01/21/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPUT (SPUT) 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
SPUT (SPUT) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return