Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FDTC (FNDS3000 Corp) NA 100.00% -75.74% -38.64% -39.41% -37.49% NA
Data as of 03/13/2024, Common starting date is 05/02/2007
More Performance Analytics Comparison
Name Start Date End Date
FDTC (FNDS3000 Corp) 05/02/2007 03/13/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 100.00 -75.74 -38.64 -39.41 -37.49 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/13/2024, Common starting date is 05/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FDTC (FNDS3000 Corp) -78.46%
Apr 2014 – Apr 2017
-61.61%
Feb 2011 – Feb 2016
-54.94%
Mar 2012 – Mar 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FDTC (FNDS3000 Corp) 87.10%
Feb 2018 – Feb 2021
-15.07%
Jun 2008 – Jun 2013
-28.96%
Feb 2011 – Feb 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return