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
TARSX 1.49% NA NA NA NA NA NA
Data as of 06/03/2026, Common starting date is 06/09/2025
More Performance Analytics Comparison
Name Start Date End Date
TARSX 06/09/2025 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.16 NA NA NA NA NA NA 1.49 4.00
Sharpe Ratio NA NA NA NA NA NA NA 0.35 2.00
Standard Deviation(%) NA NA NA NA NA NA NA 3.06 2.22
Draw Down(%) NA NA NA NA NA NA NA 1.99 1.03
Yield(%) 0.60 7.67 2.56 1.53 0.77 0.51 0.38 2.88 4.81
Data as of 06/03/2026, Common starting date is 06/09/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TARSX (TARSX) 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
TARSX (TARSX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return