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
VUSI 1.85% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 11/20/2025
More Performance Analytics Comparison
Name Start Date End Date
VUSI 11/20/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.14 NA NA NA NA NA NA 1.85 0.63
Sharpe Ratio NA NA NA NA NA NA NA 1.62 3.10
Standard Deviation(%) NA NA NA NA NA NA NA 1.14 1.15
Draw Down(%) NA NA NA NA NA NA NA 0.36 0.26
Yield(%) 0.00 2.03 0.68 0.41 0.20 0.14 0.10 1.53 0.50
Data as of 06/05/2026, Common starting date is 11/20/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VUSI (VUSI) 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
VUSI (VUSI) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return