Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGFH (Foresight Financial) | 14.79% | 56.49% | 26.01% | 10.22% | 8.21% | 10.71% | 5.95% | … | … |
Data as of 06/04/2026, Common starting date is 09/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGFH (Foresight Financial) | 09/20/2001 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 56.49 | 26.01 | 10.22 | 8.21 | 10.71 | 5.95 | … | … | 14.79 | 29.69 | 41.42 | -10.86 | -14.96 | 11.58 | -16.15 | 7.32 | 5.69 | 9.82 | 22.01 | 18.17 | 13.17 | 55.60 | 1.98 | 19.02 | 7.54 | 31.25 | -61.46 | -9.71 | 15.50 | 5.77 | 15.91 | 40.37 | -2.80 | 0.00 |
| Sharpe Ratio | NA | 5.53 | 2.12 | 0.71 | 0.39 | NA | NA | … | … | 3.85 | 3.10 | 3.12 | -1.26 | -1.80 | 1.01 | -0.45 | 0.60 | 0.65 | 1.18 | 0.87 | 1.54 | 1.32 | 3.08 | 0.12 | 1.07 | 0.15 | 0.72 | -1.48 | -0.87 | 0.67 | 0.31 | 0.74 | 1.21 | -0.24 | -0.19 |
| Standard Deviation(%) | NA | 9.39 | 10.47 | 10.26 | 16.32 | NA | NA | … | … | 8.71 | 8.68 | 12.12 | 11.61 | 9.12 | 11.49 | 35.94 | 9.81 | 6.64 | 7.82 | 24.93 | 11.79 | 9.97 | 18.03 | 15.55 | 17.69 | 50.78 | 43.28 | 42.14 | 14.86 | 18.14 | 11.44 | 20.28 | 32.78 | 16.41 | 7.24 |
| Draw Down(%) | NA | 4.21 | 13.79 | 31.84 | 39.86 | NA | NA | … | … | 4.21 | 5.79 | 5.04 | 18.33 | 19.25 | 8.30 | 39.19 | 4.23 | 7.51 | 5.92 | 16.62 | 3.88 | 8.21 | 6.38 | 13.42 | 12.46 | 19.36 | 25.48 | 64.94 | 12.46 | 5.43 | 4.12 | 5.26 | 16.13 | 8.25 | 2.04 |
| Yield(%) | 0.00 | 2.00 | 2.69 | 1.93 | 1.87 | 2.94 | 1.71 | … | … | 0.53 | 2.42 | 2.90 | 2.33 | 1.64 | 1.40 | 1.00 | 0.99 | 0.93 | 0.87 | 0.90 | 0.95 | 1.07 | 1.40 | 1.32 | 1.52 | 2.85 | 4.13 | 1.56 | 1.27 | 1.09 | 0.52 | 0.00 | 0.00 | 0.25 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFH (Foresight Financial) |
-28.58%
Jun 2006 – Jun 2009 |
-15.68%
Jun 2004 – Jun 2009 |
1.13%
Oct 2001 – Oct 2011 |
2.57%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFH (Foresight Financial) |
28.03%
Nov 2012 – Nov 2015 |
22.93%
Jan 2013 – Jan 2018 |
18.99%
Apr 2009 – Apr 2019 |
11.40%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart