Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBREY | 17.52% | 73.90% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/15/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBREY | 04/15/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.34 | 73.90 | NA | NA | NA | NA | NA | … | … | 17.52 | 62.78 |
| Sharpe Ratio | NA | 1.27 | NA | NA | NA | NA | NA | … | … | 0.71 | 1.92 |
| Standard Deviation(%) | NA | 54.23 | NA | NA | NA | NA | NA | … | … | 61.18 | 49.95 |
| Draw Down(%) | NA | 20.82 | NA | NA | NA | NA | NA | … | … | 20.82 | 12.39 |
| Yield(%) | 0.00 | 5.65 | 2.89 | 1.74 | 0.87 | 0.58 | 0.43 | … | … | 1.34 | 6.81 |
Data as of 06/10/2026, Common starting date is 04/15/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBREY (VBREY) |
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 |
|---|---|---|---|---|
| VBREY (VBREY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart