Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCREX (Fs Credit Income Fund) | 1.97% | 6.68% | 8.67% | 4.84% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCREX (Fs Credit Income Fund) | 06/04/2018 | 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 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.68 | 8.67 | 4.84 | NA | NA | NA | … | … | 1.97 | 7.25 | 9.46 | 12.30 | -7.91 | 7.16 | 8.04 | 12.84 | -6.35 |
| Sharpe Ratio | NA | 1.69 | 1.72 | 0.58 | NA | NA | NA | … | … | 0.87 | 1.45 | 2.09 | 1.95 | -1.62 | 2.60 | 0.56 | 4.32 | -2.85 |
| Standard Deviation(%) | NA | 2.94 | 3.30 | 4.01 | NA | NA | NA | … | … | 2.75 | 3.02 | 2.79 | 4.48 | 5.80 | 2.74 | 13.82 | 2.63 | 4.32 |
| Draw Down(%) | NA | 0.82 | 2.94 | 12.85 | NA | NA | NA | … | … | 0.67 | 1.62 | 0.97 | 3.31 | 12.21 | 2.06 | 26.82 | 1.39 | 8.28 |
| Yield(%) | 0.00 | 8.60 | 8.58 | 6.68 | 4.76 | 3.18 | 2.38 | … | … | 2.93 | 9.66 | 8.18 | 6.34 | 5.41 | 5.45 | 5.54 | 5.98 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCREX (Fs Credit Income Fund) |
1.46%
Sep 2019 – Sep 2022 |
3.55%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCREX (Fs Credit Income Fund) |
10.59%
Sep 2022 – Sep 2025 |
10.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart