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
VTEL 1.94% 8.72% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 05/22/2025
More Performance Analytics Comparison
Name Start Date End Date
VTEL 05/22/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.06 8.72 NA NA NA NA NA 1.94 6.66
Sharpe Ratio NA 1.52 NA NA NA NA NA 0.39 2.34
Standard Deviation(%) NA 3.73 NA NA NA NA NA 3.97 3.60
Draw Down(%) NA 3.22 NA NA NA NA NA 3.22 1.98
Yield(%) 0.00 3.98 1.33 0.80 0.40 0.27 0.20 1.59 2.33
Data as of 06/09/2026, Common starting date is 05/22/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTEL (VTEL) 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
VTEL (VTEL) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return