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
TMB 0.64% 5.14% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 02/05/2025
More Performance Analytics Comparison
Name Start Date End Date
TMB 02/05/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.24 5.14 NA NA NA NA NA 0.64 6.12
Sharpe Ratio NA 0.77 NA NA NA NA NA -0.42 1.30
Standard Deviation(%) NA 2.80 NA NA NA NA NA 3.26 3.05
Draw Down(%) NA 2.01 NA NA NA NA NA 2.01 1.81
Yield(%) 0.00 4.26 1.89 1.13 0.57 0.38 0.28 1.42 4.21
Data as of 06/09/2026, Common starting date is 02/05/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMB (TMB) 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
TMB (TMB) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return