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
YSPY 0.59% 18.70% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 02/26/2025
More Performance Analytics Comparison
Name Start Date End Date
YSPY 02/26/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -3.76 18.70 NA NA NA NA NA 0.59 8.17
Sharpe Ratio NA 1.02 NA NA NA NA NA 0.12 0.31
Standard Deviation(%) NA 19.62 NA NA NA NA NA 21.15 21.96
Draw Down(%) NA 15.38 NA NA NA NA NA 15.38 18.77
Yield(%) 0.35 42.10 14.99 9.00 4.50 3.00 2.25 17.95 32.18
Data as of 06/10/2026, Common starting date is 02/26/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YSPY (YSPY) 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
YSPY (YSPY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return