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
VGUS 1.47% 3.95% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 02/11/2025
More Performance Analytics Comparison
Name Start Date End Date
VGUS 02/11/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.07 3.95 NA NA NA NA NA 1.47 3.78
Sharpe Ratio NA 3.60 NA NA NA NA NA 3.21 3.56
Standard Deviation(%) NA 0.36 NA NA NA NA NA 0.30 0.40
Draw Down(%) NA 0.08 NA NA NA NA NA 0.04 0.08
Yield(%) 0.30 3.62 1.52 0.91 0.46 0.30 0.23 1.42 3.14
Data as of 06/05/2026, Common starting date is 02/11/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VGUS (VGUS) 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
VGUS (VGUS) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return