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
TBXU -9.06% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 10/02/2025
More Performance Analytics Comparison
Name Start Date End Date
TBXU 10/02/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.46 NA NA NA NA NA NA -9.06 17.76
Sharpe Ratio NA NA NA NA NA NA NA -0.13 2.66
Standard Deviation(%) NA NA NA NA NA NA NA 45.13 34.44
Draw Down(%) NA NA NA NA NA NA NA 26.52 13.84
Yield(%) 0.00 1.91 0.64 0.38 0.19 0.13 0.10 0.32 1.54
Data as of 06/10/2026, Common starting date is 10/02/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TBXU (TBXU) 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
TBXU (TBXU) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return