Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVAC | 21.45% | 40.91% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/04/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVAC | 02/04/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.01 | 40.91 | NA | NA | NA | NA | NA | … | … | 21.45 | 24.05 |
| Sharpe Ratio | NA | 1.67 | NA | NA | NA | NA | NA | … | … | 2.17 | 0.88 |
| Standard Deviation(%) | NA | 28.03 | NA | NA | NA | NA | NA | … | … | 34.37 | 27.25 |
| Draw Down(%) | NA | 14.84 | NA | NA | NA | NA | NA | … | … | 14.84 | 21.21 |
| Yield(%) | 0.00 | 0.22 | 0.08 | 0.05 | 0.02 | 0.02 | 0.01 | … | … | 0.00 | 0.24 |
Data as of 06/10/2026, Common starting date is 02/04/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVAC (HVAC) |
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 |
|---|---|---|---|---|
| HVAC (HVAC) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart