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
STRD -2.32% -10.53% NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 06/11/2025
More Performance Analytics Comparison
Name Start Date End Date
STRD 06/11/2025 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 5.61 -10.53 NA NA NA NA NA -2.32 -7.48
Sharpe Ratio NA -0.53 NA NA NA NA NA -0.32 -0.63
Standard Deviation(%) NA 24.89 NA NA NA NA NA 23.95 25.52
Draw Down(%) NA 28.91 NA NA NA NA NA 13.26 28.91
Yield(%) 0.00 9.11 3.03 1.82 0.91 0.61 0.45 3.31 6.27
Data as of 06/12/2026, Common starting date is 06/11/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STRD (STRD) 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
STRD (STRD) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return