Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUSI (NEOS ETF Trust) | NA | 138.52% | 64.83% | 29.86% | NA | NA | NA | … | … |
Data as of 11/28/2025, Common starting date is 12/23/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUSI (NEOS ETF Trust) | 12/23/2019 | 11/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.23 | 138.52 | 64.83 | 29.86 | NA | NA | NA | … | … | 134.66 | 37.41 | 41.73 | -28.33 | 9.76 | 18.56 | 0.08 |
| Sharpe Ratio | NA | 1.92 | 1.45 | 0.82 | NA | NA | NA | … | … | 2.05 | 2.69 | 2.95 | -2.03 | 0.88 | 1.22 | NA |
| Standard Deviation(%) | NA | 71.16 | 42.29 | 33.80 | NA | NA | NA | … | … | 74.43 | 12.54 | 13.04 | 14.68 | 11.08 | 14.95 | NA |
| Draw Down(%) | NA | 14.55 | 14.55 | 31.21 | NA | NA | NA | … | … | 14.55 | 8.68 | 7.42 | 29.09 | 6.16 | 11.18 | NA |
| Yield(%) | 0.76 | 22.71 | 22.73 | 12.51 | 7.50 | 5.00 | 3.75 | … | … | 21.19 | 18.46 | 17.47 | 5.99 | 7.91 | 8.15 | 0.65 |
Data as of 11/28/2025, Common starting date is 12/23/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUSI (NEOS ETF Trust) |
-2.37%
Jan 2020 – Jan 2023 |
12.58%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUSI (NEOS ETF Trust) |
65.20%
Oct 2022 – Oct 2025 |
31.00%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart