Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KABUX | 0.71% | 4.68% | 8.06% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KABUX | 06/22/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 4.68 | 8.06 | NA | NA | NA | NA | … | … | 0.71 | 3.90 | 9.33 | 19.05 | -19.12 | 0.35 |
| Sharpe Ratio | NA | 0.68 | 1.49 | NA | NA | NA | NA | … | … | -0.33 | 0.29 | 1.96 | 3.85 | -3.40 | 0.19 |
| Standard Deviation(%) | NA | 2.97 | 3.22 | NA | NA | NA | NA | … | … | 2.50 | 3.57 | 2.91 | 4.03 | 6.07 | 3.40 |
| Draw Down(%) | NA | 1.59 | 4.01 | NA | NA | NA | NA | … | … | 1.59 | 4.01 | 1.25 | 2.94 | 19.51 | 2.53 |
| Yield(%) | 0.00 | 7.19 | 8.02 | 5.36 | 2.68 | 1.79 | 1.34 | … | … | 2.37 | 7.72 | 8.29 | 7.29 | 2.88 | 2.82 |
Data as of 06/05/2026, Common starting date is 06/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KABUX (KABUX) |
1.24%
Aug 2021 – Aug 2024 |
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 |
|---|---|---|---|---|
| KABUX (KABUX) |
10.59%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart