Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REFVX | 2.13% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/08/2026
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REFVX | 01/08/2026 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | NA | NA | NA | NA | NA | NA | … | … | 2.13 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 1.13 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 2.67 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 1.62 |
| Yield(%) | 0.00 | 2.65 | 0.88 | 0.53 | 0.27 | 0.18 | 0.13 | … | … | 2.65 |
Data as of 06/09/2026, Common starting date is 01/08/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REFVX (REFVX) |
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 |
|---|---|---|---|---|
| REFVX (REFVX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart