Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZTOP | 1.47% | 6.35% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/15/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZTOP | 04/15/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 6.35 | NA | NA | NA | NA | NA | … | … | 1.47 | 8.13 |
| Sharpe Ratio | NA | 1.09 | NA | NA | NA | NA | NA | … | … | 0.14 | 2.74 |
| Standard Deviation(%) | NA | 3.31 | NA | NA | NA | NA | NA | … | … | 3.93 | 3.21 |
| Draw Down(%) | NA | 2.52 | NA | NA | NA | NA | NA | … | … | 2.52 | 1.26 |
| Yield(%) | 0.00 | 6.24 | 2.34 | 1.40 | 0.70 | 0.47 | 0.35 | … | … | 2.39 | 4.54 |
Data as of 06/09/2026, Common starting date is 04/15/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTOP (ZTOP) |
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 |
|---|---|---|---|---|
| ZTOP (ZTOP) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart