Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FARYX (FULCRUM DIVERSIFIED ABSOLUTE RETURN FUND SUPER INSTITUTIONAL CLASS) | 6.38% | 15.51% | 9.94% | 5.62% | 5.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FARYX (FULCRUM DIVERSIFIED ABSOLUTE RETURN FUND SUPER INSTITUTIONAL CLASS) | 08/03/2015 | 06/04/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 15.51 | 9.94 | 5.62 | 5.35 | NA | NA | … | … | 6.38 | 13.34 | 7.19 | 0.79 | 2.08 | 4.42 | 9.81 | 7.62 | -1.90 | 1.90 | 0.30 | -2.30 |
| Sharpe Ratio | NA | 1.84 | 1.06 | 0.48 | 0.53 | NA | NA | … | … | 1.72 | 1.49 | 0.56 | -0.63 | 0.11 | 0.55 | 1.41 | 0.49 | -0.60 | 0.35 | 0.02 | -1.16 |
| Standard Deviation(%) | NA | 7.56 | 6.57 | 6.65 | 7.01 | NA | NA | … | … | 8.37 | 7.03 | 6.42 | 4.61 | 5.92 | 7.94 | 6.73 | 12.49 | 5.51 | 3.59 | 4.18 | 4.75 |
| Draw Down(%) | NA | 3.26 | 4.69 | 6.87 | 9.45 | NA | NA | … | … | 3.26 | 3.55 | 4.69 | 4.14 | 4.96 | 5.04 | 3.01 | 9.45 | 7.41 | 2.63 | 3.68 | 3.79 |
| Yield(%) | 0.00 | 7.27 | 4.48 | 4.27 | 4.25 | 2.70 | 2.03 | … | … | 0.00 | 7.54 | 4.54 | 0.90 | 1.29 | 8.59 | 7.91 | 0.67 | 7.97 | 3.33 | 0.40 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARYX (FULCRUM DIVERSIFIED ABSOLUTE RETURN FUND SUPER INSTITUTIONAL CLASS) |
-0.23%
Nov 2015 – Nov 2018 |
2.69%
Nov 2015 – Nov 2020 |
4.12%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARYX (FULCRUM DIVERSIFIED ABSOLUTE RETURN FUND SUPER INSTITUTIONAL CLASS) |
10.43%
Apr 2023 – Apr 2026 |
7.00%
Jan 2021 – Jan 2026 |
5.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart