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
AZYY -7.62% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 09/16/2025
More Performance Analytics Comparison
Name Start Date End Date
AZYY 09/16/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -3.27 NA NA NA NA NA NA -7.62 -5.34
Sharpe Ratio NA NA NA NA NA NA NA -0.65 -0.87
Standard Deviation(%) NA NA NA NA NA NA NA 21.61 22.66
Draw Down(%) NA NA NA NA NA NA NA 14.37 15.40
Yield(%) 0.68 27.71 9.24 5.54 2.77 1.85 1.39 18.75 12.99
Data as of 06/10/2026, Common starting date is 09/16/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AZYY (AZYY) 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
AZYY (AZYY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return