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
EDGQ 12.08% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 02/18/2026
More Performance Analytics Comparison
Name Start Date End Date
EDGQ 02/18/2026 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -6.31 NA NA NA NA NA NA 12.08
Sharpe Ratio NA NA NA NA NA NA NA 2.86
Standard Deviation(%) NA NA NA NA NA NA NA 18.03
Draw Down(%) NA NA NA NA NA NA NA 7.92
Yield(%) 0.24 3.87 1.29 0.77 0.39 0.26 0.19 3.87
Data as of 06/10/2026, Common starting date is 02/18/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDGQ (EDGQ) 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
EDGQ (EDGQ) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return