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
SRHQ (Elevation Series Trust – SRH U.S. Quality ETF) 13.98% 24.02% 17.00% NA NA NA NA
Data as of 06/12/2026, Common starting date is 10/05/2022
More Performance Analytics Comparison
Name Start Date End Date
SRHQ (Elevation Series Trust – SRH U.S. Quality ETF) 10/05/2022 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 1.49 24.02 17.00 NA NA NA NA 13.98 7.34 16.51 21.79 4.20
Sharpe Ratio NA 1.44 0.88 NA NA NA NA 1.98 0.24 0.95 1.27 0.75
Standard Deviation(%) NA 14.90 15.60 NA NA NA NA 15.84 18.31 13.57 14.42 21.23
Draw Down(%) NA 6.30 18.51 NA NA NA NA 6.30 18.01 6.36 10.63 5.91
Yield(%) 0.00 0.85 0.94 0.76 0.38 0.25 0.19 0.21 0.81 0.76 1.01 0.28
Data as of 06/12/2026, Common starting date is 10/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRHQ (Elevation Series Trust – SRH U.S. Quality ETF) 12.78%
Nov 2022 – Nov 2025
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
SRHQ (Elevation Series Trust – SRH U.S. Quality ETF) 18.69%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return