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
AFOS 26.21% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 06/26/2025
More Performance Analytics Comparison
Name Start Date End Date
AFOS 06/26/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -4.70 NA NA NA NA NA NA 26.21 36.13
Sharpe Ratio NA NA NA NA NA NA NA 2.75 4.83
Standard Deviation(%) NA NA NA NA NA NA NA 25.15 16.38
Draw Down(%) NA NA NA NA NA NA NA 11.53 6.05
Yield(%) 0.00 0.40 0.13 0.08 0.04 0.03 0.02 0.00 0.40
Data as of 06/09/2026, Common starting date is 06/26/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AFOS (AFOS) 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
AFOS (AFOS) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return