Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAMBX | 17.10% | 31.23% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAMBX | 12/04/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 31.23 | NA | NA | NA | NA | NA | … | … | 17.10 | 13.84 | -6.53 |
| Sharpe Ratio | NA | 2.26 | NA | NA | NA | NA | NA | … | … | 2.78 | 0.59 | -4.41 |
| Standard Deviation(%) | NA | 14.07 | NA | NA | NA | NA | NA | … | … | 15.74 | 18.67 | 14.59 |
| Draw Down(%) | NA | 8.49 | NA | NA | NA | NA | NA | … | … | 8.49 | 18.49 | 7.76 |
| Yield(%) | 0.00 | 7.00 | 3.70 | 2.22 | 1.11 | 0.74 | 0.56 | … | … | 0.22 | 7.13 | 4.54 |
Data as of 06/10/2026, Common starting date is 12/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAMBX (NAMBX) |
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 |
|---|---|---|---|---|
| NAMBX (NAMBX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart