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
SMCO (Hilton Small-MidCap Opportunity ETF) 12.80% 22.47% NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 11/29/2023
More Performance Analytics Comparison
Name Start Date End Date
SMCO (Hilton Small-MidCap Opportunity ETF) 11/29/2023 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 2.82 22.47 NA NA NA NA NA 12.80 6.44 17.82 7.87
Sharpe Ratio NA 1.24 NA NA NA NA NA 1.60 0.18 0.86 9.50
Standard Deviation(%) NA 16.03 NA NA NA NA NA 17.64 20.25 16.57 15.18
Draw Down(%) NA 9.58 NA NA NA NA NA 9.58 22.70 8.78 1.68
Yield(%) 0.00 1.08 0.66 0.40 0.20 0.13 0.10 0.00 1.06 0.55 0.05
Data as of 06/12/2026, Common starting date is 11/29/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMCO (Hilton Small-MidCap Opportunity ETF) 0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMCO (Hilton Small-MidCap Opportunity ETF) 0.00%
NA
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return