Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBAQX | 6.57% | 19.27% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/25/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBAQX | 10/25/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.51 | 19.27 | NA | NA | NA | NA | NA | … | … | 6.57 | 14.51 | 0.46 |
| Sharpe Ratio | NA | 2.10 | NA | NA | NA | NA | NA | … | … | 1.49 | 0.96 | -0.06 |
| Standard Deviation(%) | NA | 8.88 | NA | NA | NA | NA | NA | … | … | 10.58 | 12.12 | 9.77 |
| Draw Down(%) | NA | 6.51 | NA | NA | NA | NA | NA | … | … | 6.51 | 12.64 | 3.45 |
| Yield(%) | 0.00 | 5.20 | 2.30 | 1.38 | 0.69 | 0.46 | 0.35 | … | … | 0.00 | 5.60 | 1.36 |
Data as of 06/10/2026, Common starting date is 10/25/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAQX (FBAQX) |
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 |
|---|---|---|---|---|
| FBAQX (FBAQX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart