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
SRJN -2.96% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 01/16/2026
More Performance Analytics Comparison
Name Start Date End Date
SRJN 01/16/2026 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -1.71 NA NA NA NA NA NA -2.96
Sharpe Ratio NA NA NA NA NA NA NA -1.15
Standard Deviation(%) NA NA NA NA NA NA NA 7.39
Draw Down(%) NA NA NA NA NA NA NA 5.26
Yield(%) 0.00 2.47 0.82 0.49 0.25 0.16 0.12 2.47
Data as of 06/10/2026, Common starting date is 01/16/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRJN (SRJN) 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
SRJN (SRJN) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return