Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBARX | 8.06% | 20.70% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/25/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBARX | 10/25/2024 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | 20.70 | NA | NA | NA | NA | NA | … | … | 8.06 | 13.95 | 0.37 |
| Sharpe Ratio | NA | 2.04 | NA | NA | NA | NA | NA | … | … | 1.45 | 0.92 | -0.11 |
| Standard Deviation(%) | NA | 8.91 | NA | NA | NA | NA | NA | … | … | 10.62 | 12.14 | 9.78 |
| Draw Down(%) | NA | 6.57 | NA | NA | NA | NA | NA | … | … | 6.57 | 12.70 | 3.45 |
| Yield(%) | 0.00 | 4.81 | 2.10 | 1.26 | 0.63 | 0.42 | 0.32 | … | … | 0.00 | 5.08 | 1.27 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| FBARX (FBARX) |
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 |
|---|---|---|---|---|
| FBARX (FBARX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart