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
EVYM 3.23% 10.17% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 02/27/2025
More Performance Analytics Comparison
Name Start Date End Date
EVYM 02/27/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.06 10.17 NA NA NA NA NA 3.23 3.68
Sharpe Ratio NA 2.01 NA NA NA NA NA 1.35 0.22
Standard Deviation(%) NA 3.72 NA NA NA NA NA 3.94 6.95
Draw Down(%) NA 2.79 NA NA NA NA NA 2.79 6.07
Yield(%) 0.00 5.02 1.92 1.15 0.58 0.38 0.29 2.05 3.72
Data as of 06/10/2026, Common starting date is 02/27/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EVYM (EVYM) 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
EVYM (EVYM) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return