Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDJQYX | NA | 15.58% | NA | NA | NA | NA | NA | … | … |
Data as of 08/15/2024, Common starting date is 08/16/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDJQYX | 08/16/2022 | 08/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.62 | 15.58 | NA | NA | NA | NA | NA | … | … | 9.63 | 5.29 | -2.14 |
| Sharpe Ratio | NA | 1.41 | NA | NA | NA | NA | NA | … | … | 1.54 | 0.12 | -0.51 |
| Standard Deviation(%) | NA | 8.34 | NA | NA | NA | NA | NA | … | … | 7.95 | 8.81 | 15.84 |
| Draw Down(%) | NA | 6.57 | NA | NA | NA | NA | NA | … | … | 3.82 | 8.95 | 10.78 |
| Yield(%) | 0.00 | 4.03 | 2.44 | 1.46 | 0.73 | 0.49 | 0.37 | … | … | 2.73 | 3.47 | 1.29 |
Data as of 08/15/2024, Common starting date is 08/16/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDJQYX (FDJQYX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDJQYX (FDJQYX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart