Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFILX (FORMULAFOLIOS US EQUITY FUND FORMULAFOLIOS US EQUITY FUND INSTITUTIONAL CLASS) | NA | -14.29% | 0.60% | 0.44% | NA | NA | NA | … | … |
Data as of 11/22/2022, Common starting date is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFILX (FORMULAFOLIOS US EQUITY FUND FORMULAFOLIOS US EQUITY FUND INSTITUTIONAL CLASS) | 12/18/2015 | 11/22/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | -14.29 | 0.60 | 0.44 | NA | NA | NA | … | … | -13.18 | 24.19 | -8.36 | 16.24 | -12.63 | 14.08 | 7.82 | 1.00 |
| Sharpe Ratio | NA | -0.74 | 0.01 | -0.01 | NA | NA | NA | … | … | -0.77 | 1.76 | -0.27 | 1.21 | -0.92 | 2.14 | 0.91 | 3.08 |
| Standard Deviation(%) | NA | 20.20 | 23.21 | 19.97 | NA | NA | NA | … | … | 20.54 | 13.73 | 32.28 | 12.21 | 15.21 | 6.32 | 8.32 | 11.92 |
| Draw Down(%) | NA | 20.91 | 35.69 | 35.71 | NA | NA | NA | … | … | 20.52 | 6.78 | 35.69 | 9.22 | 22.24 | 2.92 | 6.53 | 1.56 |
| Yield(%) | 0.53 | 0.93 | 0.61 | 2.64 | 2.11 | 1.40 | 1.05 | … | … | 0.46 | 0.60 | 0.30 | 0.47 | 3.80 | 8.91 | 5.83 | 0.00 |
Data as of 11/22/2022, Common starting date is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFILX (FORMULAFOLIOS US EQUITY FUND FORMULAFOLIOS US EQUITY FUND INSTITUTIONAL CLASS) |
-4.98%
Mar 2017 – Mar 2020 |
-0.04%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFILX (FORMULAFOLIOS US EQUITY FUND FORMULAFOLIOS US EQUITY FUND INSTITUTIONAL CLASS) |
9.96%
Dec 2018 – Dec 2021 |
6.28%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart