Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCN (FTI Consulting, Inc.) | -6.52% | -1.44% | -5.11% | 2.97% | 13.98% | 10.24% | 9.52% | … | … |
Data as of 06/05/2026, Common starting date is 05/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCN (FTI Consulting, Inc.) | 05/09/1996 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.26 | -1.44 | -5.11 | 2.97 | 13.98 | 10.24 | 9.52 | … | … | -6.52 | -8.18 | -3.13 | 25.41 | 3.51 | 37.33 | 0.96 | 66.06 | 55.12 | -4.70 | 30.06 | -10.28 | -6.10 | 24.67 | -22.21 | 13.79 | -20.95 | 5.55 | -27.51 | 121.01 | 1.64 | 30.23 | -9.84 | -12.69 | 83.61 | 220.00 | 105.00 | 48.15 | -73.00 | 28.21 | 8.33 |
| Sharpe Ratio | NA | -0.35 | -0.34 | -0.01 | 0.40 | NA | NA | … | … | -0.77 | -0.42 | -0.36 | 0.66 | 0.06 | 1.93 | 0.02 | 1.60 | 1.06 | -0.85 | -0.14 | -0.79 | -0.68 | 0.23 | -1.50 | -0.17 | -0.98 | -0.35 | -0.85 | 3.04 | -0.58 | 0.33 | -0.53 | -0.69 | 1.08 | 3.54 | 0.60 | 0.86 | -0.41 | -0.25 | 0.38 |
| Standard Deviation(%) | NA | 26.99 | 29.33 | 29.25 | 30.54 | NA | NA | … | … | 33.87 | 26.41 | 27.16 | 32.35 | 34.39 | 19.30 | 44.54 | 26.73 | 31.74 | 28.14 | 30.17 | 36.28 | 36.15 | 27.12 | 27.38 | 27.14 | 40.40 | 37.73 | 55.47 | 32.73 | 35.62 | 27.95 | 55.42 | 46.55 | 58.85 | 57.82 | 60.71 | 84.58 | 95.83 | 72.80 | 56.06 |
| Draw Down(%) | NA | 23.14 | 37.77 | 37.77 | 37.77 | NA | NA | … | … | 23.14 | 23.68 | 16.57 | 15.28 | 24.11 | 12.12 | 31.73 | 9.99 | 27.23 | 29.39 | 13.13 | 26.37 | 31.73 | 17.57 | 47.74 | 15.66 | 33.54 | 27.29 | 44.52 | 9.95 | 31.44 | 15.99 | 43.21 | 45.69 | 21.93 | 19.79 | 46.24 | 37.50 | 88.05 | 39.74 | 27.38 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCN (FTI Consulting, Inc.) |
-24.21%
Sep 1996 – Sep 1999 |
-14.55%
Aug 2008 – Aug 2013 |
-4.61%
Oct 2002 – Oct 2012 |
-1.35%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCN (FTI Consulting, Inc.) |
121.68%
Nov 1998 – Nov 2001 |
48.92%
Nov 1998 – Nov 2003 |
33.72%
Nov 1998 – Nov 2008 |
19.77%
Nov 1998 – Nov 2013 |
Annualized Rolling Returns Comparison Chart