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
SYZ 15.29% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 09/15/2025
More Performance Analytics Comparison
Name Start Date End Date
SYZ 09/15/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -1.29 NA NA NA NA NA NA 15.29 0.90
Sharpe Ratio NA NA NA NA NA NA NA 2.10 0.03
Standard Deviation(%) NA NA NA NA NA NA NA 17.56 15.79
Draw Down(%) NA NA NA NA NA NA NA 7.57 8.00
Yield(%) 0.00 0.17 0.06 0.03 0.02 0.01 0.01 0.17 0.00
Data as of 06/05/2026, Common starting date is 09/15/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SYZ (SYZ) 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
SYZ (SYZ) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return