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
TAGG (TagLikeMe Corp) 0.63% 4.97% 4.13% NA NA NA NA
Data as of 06/18/2026, Common starting date is 09/29/2021
More Performance Analytics Comparison
Name Start Date End Date
TAGG (TagLikeMe Corp) 09/29/2021 06/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 0.05 4.97 4.13 NA NA NA NA 0.63 7.39 1.73 5.73 -12.57 -0.08
Sharpe Ratio NA 0.53 0.16 NA NA NA NA -0.33 0.94 -0.34 0.25 -1.74 -0.09
Standard Deviation(%) NA 3.71 5.72 NA NA NA NA 4.01 4.80 5.62 8.37 8.03 3.79
Draw Down(%) NA 3.19 6.40 NA NA NA NA 3.19 3.63 4.34 7.44 16.57 1.50
Yield(%) 0.00 4.58 4.25 3.08 1.54 1.03 0.77 1.83 4.48 4.26 3.54 3.13 0.33
Data as of 06/18/2026, Common starting date is 09/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TAGG (TagLikeMe Corp) -2.03%
Dec 2021 – Dec 2024
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
TAGG (TagLikeMe Corp) 5.85%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return