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
TAKIX NA NA NA NA NA NA NA
Data as of 08/23/2021, Common starting date is 01/14/2021
More Performance Analytics Comparison
Name Start Date End Date
TAKIX 01/14/2021 08/23/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021
Annualized Return (%) -0.11 NA NA NA NA NA NA 2.50
Sharpe Ratio NA NA NA NA NA NA NA 3.61
Standard Deviation(%) NA NA NA NA NA NA NA 1.15
Draw Down(%) NA NA NA NA NA NA NA 0.67
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/23/2021, Common starting date is 01/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TAKIX (TAKIX) 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
TAKIX (TAKIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return