Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBBYX (First Foundation Total Return Fund Class Y) | 0.81% | 4.07% | 7.48% | 7.92% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBBYX (First Foundation Total Return Fund Class Y) | 01/14/2021 | 06/05/2026 |
| 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 (%) | -1.20 | 4.07 | 7.48 | 7.92 | NA | NA | NA | … | … | 0.81 | 9.75 | 4.78 | 17.20 | 2.06 | 21.98 |
| Sharpe Ratio | NA | 0.14 | 0.40 | 0.46 | NA | NA | NA | … | … | -0.05 | 0.62 | 0.12 | 1.44 | 0.04 | 2.17 |
| Standard Deviation(%) | NA | 10.52 | 10.50 | 11.72 | NA | NA | NA | … | … | 12.54 | 11.21 | 9.64 | 9.49 | 15.87 | 10.51 |
| Draw Down(%) | NA | 10.82 | 13.19 | 14.74 | NA | NA | NA | … | … | 10.82 | 12.38 | 7.39 | 9.10 | 14.74 | 5.86 |
| Yield(%) | 0.00 | 5.30 | 8.17 | 9.25 | 5.34 | 3.56 | 2.67 | … | … | 0.00 | 5.64 | 9.00 | 11.68 | 10.79 | 16.20 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FBBYX (First Foundation Total Return Fund Class Y) |
5.33%
Mar 2023 – Mar 2026 |
8.15%
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 |
|---|---|---|---|---|
| FBBYX (First Foundation Total Return Fund Class Y) |
14.93%
Sep 2022 – Sep 2025 |
10.62%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart