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
TELFY NA -17.23% 1.80% -1.72% -8.10% -10.61% -6.30%
Data as of 06/05/2026, Common starting date is 12/27/1999
More Performance Analytics Comparison
Name Start Date End Date
TELFY 12/27/1999 06/05/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -17.23 1.80 -1.72 -8.10 -10.61 -6.30
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 06/05/2026, Common starting date is 12/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TELFY (TELFY) -31.69%
Sep 2017 – Sep 2020
-24.09%
Oct 2015 – Oct 2020
-18.92%
Oct 2010 – Oct 2020
-14.00%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TELFY (TELFY) 32.80%
Sep 2002 – Sep 2005
31.82%
Sep 2002 – Sep 2007
8.09%
Jun 2001 – Jun 2011
2.91%
Sep 2002 – Sep 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return