Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBG (TBG Dividend Focus ETF) | 5.56% | 13.99% | NA | NA | NA | NA | NA | 39.57% |
Data as of 07/25/2025, AR inception is 11/07/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBG (TBG Dividend Focus ETF) | 11/07/2023 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 13.99 | NA | NA | NA | NA | NA | 39.57 | 5.56 | 20.57 | 9.66 |
| Sharpe Ratio | NA | 0.70 | NA | NA | NA | NA | NA | 1.36 | 0.40 | 1.57 | 7.96 |
| Standard Deviation(%) | NA | 15.37 | NA | NA | NA | NA | NA | 13.38 | 17.51 | 10.81 | 10.91 |
| Draw Down(%) | NA | 14.76 | NA | NA | NA | NA | NA | 14.76 | 14.76 | 6.65 | 1.36 |
| Yield(%) | 0.00 | 2.64 | 1.74 | 1.04 | 0.52 | 0.35 | 0.26 | 5.21 | 1.31 | 2.72 | 0.52 |
Data as of 07/25/2025, AR inception is 11/07/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBG (TBG Dividend Focus ETF) |
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 |
|---|---|---|---|---|
| TBG (TBG Dividend Focus ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart