Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCRTX | 1.88% | 6.50% | 8.43% | 4.57% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCRTX | 01/14/2021 | 06/04/2026 |
| 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 (%) | -0.08 | 6.50 | 8.43 | 4.57 | NA | NA | NA | … | … | 1.88 | 6.96 | 9.14 | 12.08 | -8.21 | 5.91 |
| Sharpe Ratio | NA | 1.65 | 1.68 | 0.54 | NA | NA | NA | … | … | 0.81 | 1.43 | 2.01 | 1.93 | -1.68 | 3.20 |
| Standard Deviation(%) | NA | 2.79 | 3.21 | 3.85 | NA | NA | NA | … | … | 2.67 | 2.87 | 2.74 | 4.40 | 5.77 | 1.91 |
| Draw Down(%) | NA | 0.82 | 2.93 | 12.42 | NA | NA | NA | … | … | 0.67 | 1.65 | 1.04 | 3.30 | 12.31 | 1.40 |
| Yield(%) | 0.00 | 8.36 | 8.33 | 6.44 | 3.43 | 2.28 | 1.71 | … | … | 2.84 | 9.39 | 7.89 | 6.15 | 5.15 | 5.14 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FCRTX (FCRTX) |
3.08%
Apr 2021 – Apr 2024 |
4.60%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCRTX (FCRTX) |
10.31%
Sep 2022 – Sep 2025 |
4.89%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart