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
NUGY -2.56% NA NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 11/18/2025
More Performance Analytics Comparison
Name Start Date End Date
NUGY 11/18/2025 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.10 NA NA NA NA NA NA -2.56 2.38
Sharpe Ratio NA NA NA NA NA NA NA -0.42 0.69
Standard Deviation(%) NA NA NA NA NA NA NA 26.68 29.24
Draw Down(%) NA NA NA NA NA NA NA 17.40 7.07
Yield(%) 1.21 43.40 14.47 8.68 4.34 2.89 2.17 36.16 11.12
Data as of 06/11/2026, Common starting date is 11/18/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NUGY (NUGY) 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
NUGY (NUGY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return