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
TASED NA -87.65% 18.56% -40.13% -19.59% -21.85% NA
Data as of 08/14/2025, Common starting date is 02/18/2010
More Performance Analytics Comparison
Name Start Date End Date
TASED 02/18/2010 08/14/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -87.65 18.56 -40.13 -19.59 -21.85 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/14/2025, Common starting date is 02/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TASED (TASED) -77.26%
Jul 2019 – Jul 2022
-67.97%
Jul 2017 – Jul 2022
-40.58%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TASED (TASED) 119.24%
Apr 2014 – Apr 2017
25.90%
Jan 2016 – Jan 2021
4.99%
Feb 2014 – Feb 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return