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
TERS NA 125.81% 604.73% 118.67% 72.50% 30.44% NA
Data as of 06/10/2026, Common starting date is 01/09/2007
More Performance Analytics Comparison
Name Start Date End Date
TERS 01/09/2007 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 125.81 604.73 118.67 72.50 30.44 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TERS (TERS) -92.63%
Dec 2009 – Dec 2012
-84.15%
Jun 2007 – Jun 2012
-59.98%
Jan 2008 – Jan 2018
-45.70%
Jan 2008 – Jan 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TERS (TERS) 636.81%
Dec 2022 – Dec 2025
259.80%
Oct 2020 – Oct 2025
86.16%
Feb 2016 – Feb 2026
27.88%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return