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
VEXC 16.52% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 10/02/2025
More Performance Analytics Comparison
Name Start Date End Date
VEXC 10/02/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -4.23 NA NA NA NA NA NA 16.52 4.81
Sharpe Ratio NA NA NA NA NA NA NA 1.59 1.44
Standard Deviation(%) NA NA NA NA NA NA NA 22.70 12.83
Draw Down(%) NA NA NA NA NA NA NA 12.42 3.55
Yield(%) 0.00 0.92 0.31 0.18 0.09 0.06 0.05 0.45 0.45
Data as of 06/09/2026, Common starting date is 10/02/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VEXC (VEXC) 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
VEXC (VEXC) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return