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
VESDX 0.96% 4.31% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 11/27/2024
More Performance Analytics Comparison
Name Start Date End Date
VESDX 11/27/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -0.10 4.31 NA NA NA NA NA 0.96 5.56 0.60
Sharpe Ratio NA 0.93 NA NA NA NA NA -0.26 1.54 1.82
Standard Deviation(%) NA 1.67 NA NA NA NA NA 1.87 1.74 2.11
Draw Down(%) NA 1.09 NA NA NA NA NA 1.09 0.99 0.50
Yield(%) 0.00 4.42 2.36 1.41 0.71 0.47 0.35 1.74 4.54 0.80
Data as of 06/09/2026, 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
VESDX (VESDX) 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
VESDX (VESDX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return