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
STXK (Strive Small-Cap ETF) 9.50% 24.98% 14.41% NA NA NA NA
Data as of 06/05/2026, Common starting date is 11/10/2022
More Performance Analytics Comparison
Name Start Date End Date
STXK (Strive Small-Cap ETF) 11/10/2022 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -1.22 24.98 14.41 NA NA NA NA 9.50 7.82 9.47 20.15 -4.99
Sharpe Ratio NA 1.32 0.56 NA NA NA NA 1.22 0.22 0.30 0.86 -1.64
Standard Deviation(%) NA 16.93 20.05 NA NA NA NA 17.32 22.30 19.65 19.35 21.17
Draw Down(%) NA 9.82 27.14 NA NA NA NA 9.82 24.15 10.57 16.76 8.76
Yield(%) 0.00 1.72 1.70 1.11 0.55 0.37 0.28 0.24 1.37 1.77 1.36 0.29
Data as of 06/05/2026, Common starting date is 11/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STXK (Strive Small-Cap ETF) 10.45%
Jan 2023 – Jan 2026
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
STXK (Strive Small-Cap ETF) 15.98%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return