Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YLDW | 6.19% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/12/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YLDW | 12/12/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | NA | NA | NA | NA | NA | NA | … | … | 6.19 | 1.03 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 1.37 | 4.45 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 9.17 | 4.85 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 5.69 | 0.53 |
| Yield(%) | 0.00 | 3.37 | 1.12 | 0.67 | 0.34 | 0.22 | 0.17 | … | … | 2.95 | 0.39 |
Data as of 06/05/2026, Common starting date is 12/12/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YLDW (YLDW) |
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 |
|---|---|---|---|---|
| YLDW (YLDW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart