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
TRUD -1.72% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 08/21/2025
More Performance Analytics Comparison
Name Start Date End Date
TRUD 08/21/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.36 NA NA NA NA NA NA -1.72 6.73
Sharpe Ratio NA NA NA NA NA NA NA -0.36 0.85
Standard Deviation(%) NA NA NA NA NA NA NA 21.23 20.11
Draw Down(%) NA NA NA NA NA NA NA 15.98 10.42
Yield(%) 0.00 0.36 0.12 0.07 0.04 0.02 0.02 0.18 0.18
Data as of 06/09/2026, Common starting date is 08/21/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRUD (TRUD) 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
TRUD (TRUD) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return