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
RTYY 4.06% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 12/02/2025
More Performance Analytics Comparison
Name Start Date End Date
RTYY 12/02/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -3.62 NA NA NA NA NA NA 4.06 -13.77
Sharpe Ratio NA NA NA NA NA NA NA 0.32 -2.16
Standard Deviation(%) NA NA NA NA NA NA NA 29.53 40.37
Draw Down(%) NA NA NA NA NA NA NA 18.46 14.97
Yield(%) 1.81 42.43 14.14 8.49 4.24 2.83 2.12 41.85 10.36
Data as of 06/10/2026, Common starting date is 12/02/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RTYY (RTYY) 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
RTYY (RTYY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return