Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIFAX | -12.17% | -17.20% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/25/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIFAX | 11/25/2024 | 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 (%) | 0.12 | -17.20 | NA | NA | NA | NA | NA | … | … | -12.17 | 7.68 | -0.41 |
| Sharpe Ratio | NA | -1.16 | NA | NA | NA | NA | NA | … | … | -1.29 | 0.33 | -0.72 |
| Standard Deviation(%) | NA | 16.87 | NA | NA | NA | NA | NA | … | … | 22.33 | 14.41 | 10.39 |
| Draw Down(%) | NA | 20.26 | NA | NA | NA | NA | NA | … | … | 17.06 | 14.30 | 3.24 |
| Yield(%) | 0.00 | 11.78 | 4.65 | 2.79 | 1.40 | 0.93 | 0.70 | … | … | 0.00 | 13.51 | 0.63 |
Data as of 06/10/2026, Common starting date is 11/25/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIFAX (ZIFAX) |
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 |
|---|---|---|---|---|
| ZIFAX (ZIFAX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart