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
VNTAD NA 947.83% 77.63% 66.21% 32.92% 4.76% -12.21%
Data as of 05/20/2025, Common starting date is 07/02/1990
More Performance Analytics Comparison
Name Start Date End Date
VNTAD 07/02/1990 05/20/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 947.83 77.63 66.21 32.92 4.76 -12.21
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/20/2025, Common starting date is 07/02/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VNTAD (VNTAD) -95.92%
Jun 2007 – Jun 2010
-88.77%
Feb 2008 – Feb 2013
-67.99%
Jun 2007 – Jun 2017
-49.13%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VNTAD (VNTAD) 216.67%
Mar 2022 – Mar 2025
115.98%
Mar 2020 – Mar 2025
55.74%
Mar 2015 – Mar 2025
14.71%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return