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
YSPY 2.13% 22.67% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 02/26/2025
More Performance Analytics Comparison
Name Start Date End Date
YSPY 02/26/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -1.97 22.67 NA NA NA NA NA 2.13 8.17
Sharpe Ratio NA 1.02 NA NA NA NA NA 0.12 0.31
Standard Deviation(%) NA 19.62 NA NA NA NA NA 21.15 21.96
Draw Down(%) NA 15.38 NA NA NA NA NA 15.38 18.77
Yield(%) 0.35 43.12 14.92 8.95 4.48 2.98 2.24 17.95 32.18
Data as of 06/05/2026, Common starting date is 02/26/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YSPY (YSPY) 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
YSPY (YSPY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return