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
EDVR (Endeavor Bank) 6.50% 30.35% 22.49% 15.28% NA NA NA
Data as of 06/03/2026, Common starting date is 06/14/2018
More Performance Analytics Comparison
Name Start Date End Date
EDVR (Endeavor Bank) 06/14/2018 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) 0.00 30.35 22.49 15.28 NA NA NA 6.50 40.98 14.05 -6.78 19.07 24.03 -27.03 -0.90 5.74
Sharpe Ratio NA 1.89 0.85 0.51 NA NA NA 0.96 2.62 0.32 -0.39 0.58 0.81 -0.71 -0.07 1.89
Standard Deviation(%) NA 14.68 24.25 25.22 NA NA NA 14.70 14.62 33.09 27.15 30.77 29.59 38.41 33.11 4.91
Draw Down(%) NA 4.29 23.72 36.25 NA NA NA 4.06 4.29 20.67 22.26 16.71 14.15 34.25 19.83 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 06/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDVR (Endeavor Bank) -5.48%
Nov 2018 – Nov 2021
-2.54%
Feb 2019 – Feb 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDVR (Endeavor Bank) 24.00%
May 2023 – May 2026
17.23%
Dec 2020 – Dec 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return