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
ONEZ 5.47% 15.51% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 01/27/2025
More Performance Analytics Comparison
Name Start Date End Date
ONEZ 01/27/2025 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -1.93 15.51 NA NA NA NA NA 5.47 8.99
Sharpe Ratio NA 1.49 NA NA NA NA NA 1.03 0.55
Standard Deviation(%) NA 9.38 NA NA NA NA NA 10.73 12.42
Draw Down(%) NA 6.61 NA NA NA NA NA 6.61 13.24
Yield(%) 0.00 4.18 1.39 0.83 0.42 0.28 0.21 0.00 4.16
Data as of 06/11/2026, Common starting date is 01/27/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ONEZ (ONEZ) 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
ONEZ (ONEZ) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return