Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBBAX (First Foundation Total Return Fund) | 0.72% | 4.33% | 7.22% | 7.78% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBBAX (First Foundation Total Return Fund) | 01/14/2021 | 06/03/2026 |
| 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 (%) | -0.79 | 4.33 | 7.22 | 7.78 | NA | NA | NA | … | … | 0.72 | 9.47 | 4.50 | 16.97 | 1.82 | 21.67 |
| Sharpe Ratio | NA | 0.28 | 0.43 | 0.48 | NA | NA | NA | … | … | 0.18 | 0.59 | 0.09 | 1.42 | 0.02 | 2.15 |
| Standard Deviation(%) | NA | 10.42 | 10.50 | 11.72 | NA | NA | NA | … | … | 12.62 | 11.22 | 9.66 | 9.49 | 15.89 | 10.50 |
| Draw Down(%) | NA | 10.82 | 13.32 | 14.85 | NA | NA | NA | … | … | 10.82 | 12.40 | 7.47 | 9.17 | 14.85 | 5.90 |
| Yield(%) | 0.00 | 5.19 | 8.08 | 9.22 | 5.29 | 3.53 | 2.65 | … | … | 0.00 | 5.49 | 8.93 | 11.65 | 10.75 | 16.19 |
Data as of 06/03/2026, Common starting date is 01/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBAX (First Foundation Total Return Fund) |
5.07%
Mar 2023 – Mar 2026 |
7.88%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBBAX (First Foundation Total Return Fund) |
14.66%
Sep 2022 – Sep 2025 |
10.34%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart