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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VNUYX 8.50% NA NA NA NA NA NA 6.67%
Data as of 07/11/2025, AR inception is 10/16/2024
More Performance Analytics Comparison
Name Start Date End Date
VNUYX 10/16/2024 07/11/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024
Annualized Return (%) -0.80 NA NA NA NA NA NA 6.67 8.50 -1.69
Sharpe Ratio NA NA NA NA NA NA NA 0.39 0.80 -0.97
Standard Deviation(%) NA NA NA NA NA NA NA 15.90 17.40 11.42
Draw Down(%) NA NA NA NA NA NA NA 12.71 12.71 4.62
Yield(%) 0.00 6.18 2.06 1.24 0.62 0.41 0.31 6.18 0.00 6.18
Data as of 07/11/2025, AR inception is 10/16/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VNUYX (VNUYX) 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
VNUYX (VNUYX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart