Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCUUX | 1.68% | 6.09% | 8.29% | 4.56% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCUUX | 12/21/2020 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 6.09 | 8.29 | 4.56 | NA | NA | NA | … | … | 1.68 | 6.63 | 8.94 | 12.92 | -7.72 | 6.75 | 0.94 |
| Sharpe Ratio | NA | 1.39 | 1.64 | 0.54 | NA | NA | NA | … | … | 0.70 | 1.35 | 1.99 | 2.12 | -1.59 | 2.61 | 19.80 |
| Standard Deviation(%) | NA | 2.54 | 3.16 | 3.89 | NA | NA | NA | … | … | 2.40 | 2.79 | 2.67 | 4.41 | 5.78 | 2.58 | 2.02 |
| Draw Down(%) | NA | 0.82 | 3.00 | 12.63 | NA | NA | NA | … | … | 0.66 | 1.74 | 1.04 | 3.29 | 11.94 | 1.98 | 0.00 |
| Yield(%) | 0.00 | 8.06 | 8.28 | 6.45 | 3.58 | 2.39 | 1.79 | … | … | 2.73 | 9.07 | 7.62 | 6.83 | 5.51 | 4.92 | 1.23 |
Data as of 06/11/2026, Common starting date is 12/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCUUX (FCUUX) |
3.48%
Apr 2021 – Apr 2024 |
4.68%
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 |
|---|---|---|---|---|
| FCUUX (FCUUX) |
10.42%
Sep 2022 – Sep 2025 |
5.10%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart