Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOLZ | -49.29% | -64.60% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/20/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOLZ | 03/20/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.65 | -64.60 | NA | NA | NA | NA | NA | … | … | -49.29 | -12.44 |
| Sharpe Ratio | NA | -0.85 | NA | NA | NA | NA | NA | … | … | -1.12 | -0.24 |
| Standard Deviation(%) | NA | 74.44 | NA | NA | NA | NA | NA | … | … | 73.52 | 77.95 |
| Draw Down(%) | NA | 75.57 | NA | NA | NA | NA | NA | … | … | 57.44 | 54.48 |
| Yield(%) | 0.00 | 1.53 | 0.72 | 0.43 | 0.21 | 0.14 | 0.11 | … | … | 0.70 | 1.51 |
Data as of 06/10/2026, Common starting date is 03/20/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOLZ (SOLZ) |
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 |
|---|---|---|---|---|
| SOLZ (SOLZ) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart