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
NVIT (YieldMax NVDA Performance & Distribution Target 25 ETF) 10.86% NA NA NA NA NA NA
Data as of 06/16/2026, Common starting date is 11/18/2025
More Performance Analytics Comparison
Name Start Date End Date
NVIT (YieldMax NVDA Performance & Distribution Target 25 ETF) 11/18/2025 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.28 NA NA NA NA NA NA 10.86 3.48
Sharpe Ratio NA NA NA NA NA NA NA 0.64 1.28
Standard Deviation(%) NA NA NA NA NA NA NA 30.87 25.01
Draw Down(%) NA NA NA NA NA NA NA 12.54 5.75
Yield(%) 0.51 12.04 4.01 2.41 1.20 0.80 0.60 9.52 2.40
Data as of 06/16/2026, Common starting date is 11/18/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NVIT (YieldMax NVDA Performance & Distribution Target 25 ETF) 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
NVIT (YieldMax NVDA Performance & Distribution Target 25 ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return