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
VASDX 0.76% 3.84% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 11/27/2024
More Performance Analytics Comparison
Name Start Date End Date
VASDX 11/27/2024 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -0.20 3.84 NA NA NA NA NA 0.76 5.30 0.61
Sharpe Ratio NA 0.74 NA NA NA NA NA -0.39 1.46 1.68
Standard Deviation(%) NA 1.62 NA NA NA NA NA 1.86 1.66 2.35
Draw Down(%) NA 1.09 NA NA NA NA NA 1.09 0.99 0.46
Yield(%) 0.34 4.18 2.25 1.35 0.67 0.45 0.34 1.64 4.29 0.81
Data as of 06/05/2026, Common starting date is 11/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VASDX (VASDX) 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
VASDX (VASDX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return