Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIG (Acquirers Fund) | 7.90% | 13.46% | 13.04% | 9.31% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIG (Acquirers Fund) | 05/16/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 13.46 | 13.04 | 9.31 | NA | NA | NA | … | … | 7.90 | -1.26 | 11.35 | 36.68 | -17.31 | 37.38 | -15.75 | 8.81 |
| Sharpe Ratio | NA | 0.80 | 0.52 | 0.32 | NA | NA | NA | … | … | 1.10 | -0.16 | 0.41 | 1.77 | -0.78 | 2.97 | -0.48 | 0.74 |
| Standard Deviation(%) | NA | 17.82 | 20.68 | 20.45 | NA | NA | NA | … | … | 14.48 | 25.44 | 19.06 | 18.87 | 23.97 | 12.59 | 32.99 | 17.77 |
| Draw Down(%) | NA | 12.39 | 29.75 | 29.75 | NA | NA | NA | … | … | 6.04 | 24.99 | 11.25 | 13.24 | 28.68 | 6.31 | 36.56 | 13.19 |
| Yield(%) | 0.00 | 1.97 | 2.12 | 1.64 | 0.89 | 0.59 | 0.44 | … | … | 0.00 | 1.82 | 2.14 | 1.45 | 1.04 | 0.25 | 0.15 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIG (Acquirers Fund) |
-3.02%
Sep 2019 – Sep 2022 |
7.81%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIG (Acquirers Fund) |
20.44%
Sep 2022 – Sep 2025 |
13.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart