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
FFIU (UVA Unconstrained Medium-Term Fixed Income ETF) -0.41% 4.62% 4.08% -0.03% NA NA NA
Data as of 06/04/2026, Common starting date is 08/21/2017
More Performance Analytics Comparison
Name Start Date End Date
FFIU (UVA Unconstrained Medium-Term Fixed Income ETF) 08/21/2017 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 2019 2018 2017
Annualized Return (%) 0.32 4.62 4.08 -0.03 NA NA NA -0.41 8.57 0.21 7.45 -15.20 0.11 7.92 9.62 -0.68 -0.55
Sharpe Ratio NA 0.31 0.13 -0.31 NA NA NA -0.54 0.54 -0.43 0.47 -2.11 0.02 0.97 3.09 -0.30 -0.84
Standard Deviation(%) NA 8.28 8.82 8.15 NA NA NA 6.77 10.58 7.91 8.15 7.89 4.03 7.87 2.64 7.01 2.78
Draw Down(%) NA 4.79 7.24 20.44 NA NA NA 3.71 4.37 5.23 8.45 19.19 3.67 11.05 1.51 4.88 1.27
Yield(%) 0.00 4.01 3.79 3.09 2.63 1.75 1.31 1.02 4.04 3.91 3.86 2.68 3.15 2.86 3.10 2.53 0.65
Data as of 06/04/2026, Common starting date is 08/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFIU (UVA Unconstrained Medium-Term Fixed Income ETF) -5.21%
Oct 2020 – Oct 2023
-0.78%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFIU (UVA Unconstrained Medium-Term Fixed Income ETF) 6.61%
Oct 2022 – Oct 2025
1.54%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return