Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAXT | 1.44% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/19/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAXT | 08/19/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | NA | NA | NA | NA | NA | NA | … | … | 1.44 | 3.95 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.32 | 3.62 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 2.70 | 2.33 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 2.50 | 0.50 |
| Yield(%) | 0.28 | 2.62 | 0.87 | 0.52 | 0.26 | 0.17 | 0.13 | … | … | 1.31 | 1.26 |
Data as of 06/05/2026, Common starting date is 08/19/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAXT (TAXT) |
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 |
|---|---|---|---|---|
| TAXT (TAXT) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart