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
FINHX 1.62% NA NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 02/19/2026
More Performance Analytics Comparison
Name Start Date End Date
FINHX 02/19/2026 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -0.07 NA NA NA NA NA NA 1.62
Sharpe Ratio NA NA NA NA NA NA NA 0.02
Standard Deviation(%) NA NA NA NA NA NA NA 11.17
Draw Down(%) NA NA NA NA NA NA NA 6.50
Yield(%) 0.00 0.74 0.25 0.15 0.07 0.05 0.04 0.74
Data as of 06/11/2026, Common starting date is 02/19/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FINHX (FINHX) 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
FINHX (FINHX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return