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
TEN-PF 5.40% 12.54% 12.43% 11.47% NA NA NA
Data as of 06/09/2026, Common starting date is 06/22/2018
More Performance Analytics Comparison
Name Start Date End Date
TEN-PF 06/22/2018 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) -0.62 12.54 12.43 11.47 NA NA NA 5.40 13.64 6.66 19.20 12.13 24.63 -0.52 45.09 -23.17
Sharpe Ratio NA 1.59 1.46 1.34 NA NA NA 1.53 1.56 0.53 2.61 1.47 3.14 -0.01 2.51 -1.76
Standard Deviation(%) NA 6.42 6.55 6.72 NA NA NA 7.82 6.92 5.79 6.00 7.31 7.83 65.30 17.41 23.48
Draw Down(%) NA 3.64 4.80 5.42 NA NA NA 3.64 4.80 3.99 2.13 2.84 5.42 59.13 14.86 29.21
Yield(%) 0.00 9.04 9.53 9.51 7.57 5.04 3.78 4.40 9.01 9.06 9.70 9.90 11.08 9.93 12.44 3.27
Data as of 06/09/2026, Common starting date is 06/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TEN-PF (TEN-PF) 8.96%
Aug 2018 – Aug 2021
11.23%
Jul 2018 – Jul 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TEN-PF (TEN-PF) 23.01%
Mar 2020 – Mar 2023
19.18%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return