Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARACX | 3.45% | 4.50% | 2.56% | 3.42% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARACX | 05/05/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 4.50 | 2.56 | 3.42 | NA | NA | NA | … | … | 3.45 | 2.71 | 1.37 | 0.51 | 3.97 | 8.55 | 5.73 |
| Sharpe Ratio | NA | 0.76 | -0.18 | 0.29 | NA | NA | NA | … | … | 1.88 | -0.07 | -0.48 | -0.86 | 0.66 | 4.19 | 4.79 |
| Standard Deviation(%) | NA | 3.30 | 3.94 | 3.70 | NA | NA | NA | … | … | 4.21 | 2.57 | 4.73 | 3.69 | 3.89 | 2.04 | 1.82 |
| Draw Down(%) | NA | 3.05 | 4.66 | 4.66 | NA | NA | NA | … | … | 2.30 | 2.16 | 4.52 | 3.62 | 2.71 | 0.53 | 1.26 |
| Yield(%) | 0.00 | 7.03 | 7.20 | 6.58 | 4.02 | 2.68 | 2.01 | … | … | 3.08 | 8.05 | 8.34 | 6.78 | 5.90 | 5.51 | 3.56 |
Data as of 06/04/2026, Common starting date is 05/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARACX (ARACX) |
0.80%
Oct 2021 – Oct 2024 |
3.00%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARACX (ARACX) |
6.29%
Jul 2020 – Jul 2023 |
4.53%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart