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
WEEK 1.26% 3.61% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 03/06/2025
More Performance Analytics Comparison
Name Start Date End Date
WEEK 03/06/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.03 3.61 NA NA NA NA NA 1.26 3.37
Sharpe Ratio NA 2.26 NA NA NA NA NA 1.25 3.09
Standard Deviation(%) NA 0.42 NA NA NA NA NA 0.36 0.41
Draw Down(%) NA 0.13 NA NA NA NA NA 0.07 0.13
Yield(%) 0.00 3.52 1.51 0.91 0.45 0.30 0.23 1.26 3.28
Data as of 06/05/2026, Common starting date is 03/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WEEK (WEEK) 0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WEEK (WEEK) 0.00%
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return