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
MEMY -7.09% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 01/20/2026
More Performance Analytics Comparison
Name Start Date End Date
MEMY 01/20/2026 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -14.04 NA NA NA NA NA NA -7.09
Sharpe Ratio NA NA NA NA NA NA NA -0.12
Standard Deviation(%) NA NA NA NA NA NA NA 55.95
Draw Down(%) NA NA NA NA NA NA NA 27.60
Yield(%) 0.28 5.05 1.68 1.01 0.50 0.34 0.25 5.05
Data as of 06/10/2026, Common starting date is 01/20/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEMY (MEMY) 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
MEMY (MEMY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return