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
VNUYX -9.43% -2.88% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 10/16/2024
More Performance Analytics Comparison
Name Start Date End Date
VNUYX 10/16/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -2.89 -2.88 NA NA NA NA NA -9.43 15.79 -1.69
Sharpe Ratio NA -0.24 NA NA NA NA NA -1.58 0.87 -0.97
Standard Deviation(%) NA 12.05 NA NA NA NA NA 12.90 14.89 11.42
Draw Down(%) NA 13.46 NA NA NA NA NA 13.46 12.71 4.62
Yield(%) 0.00 82.70 29.49 17.70 8.85 5.90 4.42 0.00 89.61 6.18
Data as of 06/10/2026, Common starting date is 10/16/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VNUYX (VNUYX) 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
VNUYX (VNUYX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return