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
TMUSZ -8.28% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 08/06/2025
More Performance Analytics Comparison
Name Start Date End Date
TMUSZ 08/06/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.02 NA NA NA NA NA NA -8.28 5.45
Sharpe Ratio NA NA NA NA NA NA NA -1.69 0.99
Standard Deviation(%) NA NA NA NA NA NA NA 11.01 11.46
Draw Down(%) NA NA NA NA NA NA NA 8.44 4.34
Yield(%) 0.00 6.01 2.00 1.20 0.60 0.40 0.30 2.92 3.00
Data as of 06/09/2026, Common starting date is 08/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMUSZ (TMUSZ) 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
TMUSZ (TMUSZ) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return