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
ZTMUD NA 194.12% -21.41% -10.28% -13.24% NA NA
Data as of 08/25/2025, Common starting date is 01/20/2012
More Performance Analytics Comparison
Name Start Date End Date
ZTMUD 01/20/2012 08/25/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 194.12 -21.41 -10.28 -13.24 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/25/2025, Common starting date is 01/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZTMUD (ZTMUD) -63.28%
Mar 2022 – Mar 2025
-35.98%
Oct 2018 – Oct 2023
-28.72%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZTMUD (ZTMUD) 13.20%
Feb 2016 – Feb 2019
7.76%
Nov 2016 – Nov 2021
0.43%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return