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
BEDY 9.99% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 12/08/2025
More Performance Analytics Comparison
Name Start Date End Date
BEDY 12/08/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.35 NA NA NA NA NA NA 9.99 1.62
Sharpe Ratio NA NA NA NA NA NA NA 1.85 2.67
Standard Deviation(%) NA NA NA NA NA NA NA 12.46 9.85
Draw Down(%) NA NA NA NA NA NA NA 6.25 1.30
Yield(%) 0.00 3.63 1.21 0.73 0.36 0.24 0.18 3.46 0.10
Data as of 06/10/2026, Common starting date is 12/08/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BEDY (BEDY) 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
BEDY (BEDY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return