Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVGW | 6.59% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/25/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVGW | 07/25/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -25.90 | NA | NA | NA | NA | NA | NA | … | … | 6.59 | 20.48 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.46 | 0.88 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 56.45 | 57.48 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 23.64 | 24.94 |
| Yield(%) | 1.26 | 48.45 | 16.15 | 9.69 | 4.84 | 3.23 | 2.42 | … | … | 21.64 | 28.54 |
Data as of 06/10/2026, Common starting date is 07/25/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVGW (AVGW) |
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 |
|---|---|---|---|---|
| AVGW (AVGW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart