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
ZCBA -0.14% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 01/07/2026
More Performance Analytics Comparison
Name Start Date End Date
ZCBA 01/07/2026 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) 0.55 NA NA NA NA NA NA -0.14
Sharpe Ratio NA NA NA NA NA NA NA -1.02
Standard Deviation(%) NA NA NA NA NA NA NA 3.55
Draw Down(%) NA NA NA NA NA NA NA 2.39
Yield(%) 0.32 1.48 0.49 0.30 0.15 0.10 0.07 1.48
Data as of 06/05/2026, Common starting date is 01/07/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZCBA (ZCBA) 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
ZCBA (ZCBA) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return