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
SRRRF NA -100.00% NA NA NA NA NA
Data as of 08/26/2025, Common starting date is 12/13/2023
More Performance Analytics Comparison
Name Start Date End Date
SRRRF 12/13/2023 08/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) -100.00 -100.00 NA NA NA NA NA -100.00 12.53 1.02
Sharpe Ratio NA 2.71 NA NA NA NA NA 2.59 1.84 4.63
Standard Deviation(%) NA 7.14 NA NA NA NA NA 8.40 3.60 4.84
Draw Down(%) NA 100.00 NA NA NA NA NA 100.00 0.00 0.00
Yield(%) 0.00 10.55 5.53 3.32 1.66 1.11 0.83 6.57 9.26 0.72
Data as of 08/26/2025, Common starting date is 12/13/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRRRF (SRRRF) 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
SRRRF (SRRRF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return