Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGFI (First Greenwich Financial Inc) | -0.26% | 8.03% | 6.18% | 8.61% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGFI (First Greenwich Financial Inc) | 10/04/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | 8.03 | 6.18 | 8.61 | NA | NA | NA | … | … | -0.26 | 15.00 | 2.10 | -0.72 | 22.41 | 29.86 | 2.93 | 0.00 |
| Sharpe Ratio | NA | 0.72 | 0.33 | 0.53 | NA | NA | NA | … | … | 0.00 | 0.84 | -0.40 | -0.44 | 2.41 | 1.56 | 0.08 | 0.00 |
| Standard Deviation(%) | NA | 9.77 | 11.41 | 11.73 | NA | NA | NA | … | … | 10.45 | 14.66 | 11.39 | 11.31 | 8.76 | 19.18 | 33.36 | NA |
| Draw Down(%) | NA | 4.24 | 8.66 | 11.56 | NA | NA | NA | … | … | 4.24 | 8.60 | 8.11 | 6.88 | 0.00 | 7.00 | 23.70 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFI (First Greenwich Financial Inc) |
4.10%
May 2022 – May 2025 |
7.19%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFI (First Greenwich Financial Inc) |
17.96%
Jan 2020 – Jan 2023 |
13.40%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart