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
RWAX (TAP REAL ESTATE TECHNOLOGIES, INC.) NA -33.33% -67.99% -82.98% 7.18% 4.73% -35.27%
Data as of 04/24/2026, Common starting date is 12/23/2003
More Performance Analytics Comparison
Name Start Date End Date
RWAX (TAP REAL ESTATE TECHNOLOGIES, INC.) 12/23/2003 04/24/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -33.33 -67.99 -82.98 7.18 4.73 -35.27
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/24/2026, Common starting date is 12/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWAX (TAP REAL ESTATE TECHNOLOGIES, INC.) -94.51%
Feb 2021 – Feb 2024
-87.01%
Aug 2005 – Aug 2010
-66.72%
Jan 2004 – Jan 2014
-51.98%
Jan 2004 – Jan 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWAX (TAP REAL ESTATE TECHNOLOGIES, INC.) 3,541.80%
Feb 2018 – Feb 2021
764.55%
Feb 2016 – Feb 2021
185.60%
Mar 2011 – Mar 2021
7.99%
Mar 2006 – Mar 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return