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
SPYH 2.91% 14.59% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 04/03/2025
More Performance Analytics Comparison
Name Start Date End Date
SPYH 04/03/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.68 14.59 NA NA NA NA NA 2.91 21.11
Sharpe Ratio NA 1.84 NA NA NA NA NA 0.86 1.91
Standard Deviation(%) NA 8.01 NA NA NA NA NA 8.85 13.92
Draw Down(%) NA 6.02 NA NA NA NA NA 6.02 6.37
Yield(%) 0.00 8.22 3.35 2.01 1.01 0.67 0.50 3.25 6.34
Data as of 06/10/2026, Common starting date is 04/03/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPYH (SPYH) 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
SPYH (SPYH) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return