Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRK | -13.96% | -33.12% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/31/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRK | 01/31/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.26 | -33.12 | NA | NA | NA | NA | NA | … | … | -13.96 | 9.71 |
| Sharpe Ratio | NA | -0.92 | NA | NA | NA | NA | NA | … | … | -1.03 | 0.22 |
| Standard Deviation(%) | NA | 35.12 | NA | NA | NA | NA | NA | … | … | 32.87 | 35.87 |
| Draw Down(%) | NA | 44.24 | NA | NA | NA | NA | NA | … | … | 23.76 | 38.60 |
| Yield(%) | 0.00 | 7.41 | 3.80 | 2.28 | 1.14 | 0.76 | 0.57 | … | … | 2.40 | 8.94 |
Data as of 06/09/2026, Common starting date is 01/31/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRK (STRK) |
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 |
|---|---|---|---|---|
| STRK (STRK) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart