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
WRND (NYLI Global Equity R&D Leaders ETF) 11.63% 33.39% 21.13% NA NA NA NA
Data as of 06/05/2026, Common starting date is 02/08/2022
More Performance Analytics Comparison
Name Start Date End Date
WRND (NYLI Global Equity R&D Leaders ETF) 02/08/2022 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -3.88 33.39 21.13 NA NA NA NA 11.63 27.74 13.47 34.83 -19.17
Sharpe Ratio NA 1.77 1.06 NA NA NA NA 1.27 1.29 0.71 2.17 -0.90
Standard Deviation(%) NA 17.39 16.86 NA NA NA NA 21.04 19.33 13.78 14.49 25.34
Draw Down(%) NA 12.43 18.42 NA NA NA NA 12.43 18.42 10.34 11.71 27.16
Yield(%) 0.00 1.35 1.79 1.45 0.72 0.48 0.36 0.14 1.63 1.30 2.70 1.64
Data as of 06/05/2026, Common starting date is 02/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WRND (NYLI Global Equity R&D Leaders ETF) 8.84%
Mar 2022 – Mar 2025
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
WRND (NYLI Global Equity R&D Leaders ETF) 27.57%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return