Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXUE | 9.09% | 18.81% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/22/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXUE | 01/22/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 18.81 | NA | NA | NA | NA | NA | … | … | 9.09 | 26.07 |
| Sharpe Ratio | NA | 1.33 | NA | NA | NA | NA | NA | … | … | 1.43 | 1.57 |
| Standard Deviation(%) | NA | 13.93 | NA | NA | NA | NA | NA | … | … | 17.72 | 16.20 |
| Draw Down(%) | NA | 11.14 | NA | NA | NA | NA | NA | … | … | 11.14 | 12.99 |
| Yield(%) | 0.00 | 1.16 | 0.45 | 0.27 | 0.13 | 0.09 | 0.07 | … | … | 0.00 | 1.34 |
Data as of 06/05/2026, Common starting date is 01/22/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXUE (TXUE) |
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 |
|---|---|---|---|---|
| TXUE (TXUE) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart