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
VNUAX -9.78% -3.16% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 10/24/2024
More Performance Analytics Comparison
Name Start Date End Date
VNUAX 10/24/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -2.92 -3.16 NA NA NA NA NA -9.78 15.83 -0.48
Sharpe Ratio NA -0.24 NA NA NA NA NA -1.53 0.87 -0.48
Standard Deviation(%) NA 12.28 NA NA NA NA NA 13.38 14.92 11.86
Draw Down(%) NA 13.56 NA NA NA NA NA 13.56 12.71 4.62
Yield(%) 0.00 82.73 29.85 17.91 8.96 5.97 4.48 0.00 89.54 6.26
Data as of 06/10/2026, Common starting date is 10/24/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VNUAX (VNUAX) 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
VNUAX (VNUAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return