Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXIA-P | 14.74% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXIA-P | 11/05/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.79 | NA | NA | NA | NA | NA | NA | … | … | 14.74 | 8.61 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.72 | 1.44 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 48.92 | 48.97 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 27.68 | 10.29 |
| Yield(%) | 0.00 | 6.30 | 2.10 | 1.26 | 0.63 | 0.42 | 0.31 | … | … | 0.00 | 6.30 |
Data as of 06/05/2026, Common starting date is 11/05/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXIA-P (AXIA-P) |
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 |
|---|---|---|---|---|
| AXIA-P (AXIA-P) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart