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
FFDF (FFD Financial Corp) 30.76% 42.51% 17.35% 17.82% 19.67% 20.14% 14.88%
Data as of 06/05/2026, Common starting date is 04/03/1996
More Performance Analytics Comparison
Name Start Date End Date
FFDF (FFD Financial Corp) 04/03/1996 06/05/2026
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 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 5.53 42.51 17.35 17.82 19.67 20.14 14.88 30.76 15.96 15.30 -9.07 18.93 22.65 12.31 37.63 17.57 35.31 26.08 4.92 15.93 46.39 28.37 2.83 10.02 31.09 -20.63 -14.09 -8.03 25.65 11.77 26.27 3.42 60.89 -26.75 -18.52 -25.00 35.85 26.19
Sharpe Ratio NA 1.83 0.63 0.60 0.75 NA NA 3.67 0.71 0.63 -0.63 0.58 0.84 0.36 2.03 0.94 1.49 1.00 0.21 0.51 1.21 1.17 0.10 0.25 0.36 -0.43 -0.61 -0.40 0.75 0.29 0.61 0.05 1.22 -0.59 -0.34 -0.58 0.93 0.99
Standard Deviation(%) NA 17.70 19.16 23.27 23.44 NA NA 18.11 18.41 18.42 20.31 30.35 27.04 33.11 17.85 17.23 23.33 25.80 23.22 31.46 38.46 24.52 29.37 40.12 86.58 49.63 28.16 28.96 31.28 36.88 42.11 46.58 49.00 52.35 64.80 49.30 34.32 33.40
Draw Down(%) NA 5.92 24.10 36.35 36.35 NA NA 3.10 6.72 13.41 24.54 25.16 6.97 29.08 6.00 6.26 7.17 8.94 8.33 11.93 17.98 9.41 16.21 14.14 28.62 37.45 23.56 29.57 18.09 17.64 21.03 31.95 24.32 29.94 41.67 44.04 7.69 6.98
Yield(%) 0.00 3.84 3.44 1.61 4.23 7.89 5.69 1.84 3.75 3.00 3.30 3.04 3.04 2.90 3.34 3.09 3.51 3.87 3.28 3.26 5.45 4.86 4.78 4.91 6.24 4.59 3.39 2.53 2.81 2.90 3.37 3.21 4.71 3.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 04/03/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFDF (FFD Financial Corp) -26.76%
Mar 1998 – Mar 2001
-9.97%
Mar 1998 – Mar 2003
-2.95%
May 1998 – May 2008
2.38%
Mar 1998 – Mar 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFDF (FFD Financial Corp) 34.05%
Jul 2019 – Jul 2022
28.59%
Jul 2017 – Jul 2022
26.21%
Aug 2012 – Aug 2022
19.84%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return