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
FINY 3.04% NA NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 05/05/2026
More Performance Analytics Comparison
Name Start Date End Date
FINY 05/05/2026 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) 0.28 NA NA NA NA NA NA 3.04
Sharpe Ratio NA NA NA NA NA NA NA 4.82
Standard Deviation(%) NA NA NA NA NA NA NA 5.91
Draw Down(%) NA NA NA NA NA NA NA 0.64
Yield(%) 0.00 1.99 0.66 0.40 0.20 0.13 0.10 1.99
Data as of 06/11/2026, Common starting date is 05/05/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FINY (FINY) 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
FINY (FINY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return