Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGFPP (FG Financial Group Inc) | NA | 40.77% | 16.92% | 5.62% | NA | NA | NA | … | … |
Data as of 10/10/2025, Common starting date is 06/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGFPP (FG Financial Group Inc) | 06/22/2020 | 10/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 40.77 | 16.92 | 5.62 | NA | NA | NA | … | … | 32.93 | 11.25 | -11.55 | -8.20 | 11.23 | -4.83 |
| Sharpe Ratio | NA | 0.74 | 0.27 | 0.07 | NA | NA | NA | … | … | 0.82 | 0.18 | -0.26 | -0.18 | 0.88 | -0.49 |
| Standard Deviation(%) | NA | 51.05 | 50.56 | 45.87 | NA | NA | NA | … | … | 50.53 | 42.66 | 58.84 | 53.32 | 12.66 | 18.29 |
| Draw Down(%) | NA | 18.00 | 40.36 | 44.28 | NA | NA | NA | … | … | 18.00 | 29.32 | 40.36 | 40.44 | 5.69 | 7.83 |
| Yield(%) | 0.00 | 13.33 | 11.81 | 7.86 | 3.92 | 2.62 | 1.96 | … | … | 10.00 | 12.69 | 9.85 | 8.01 | 8.51 | 1.96 |
Data as of 10/10/2025, Common starting date is 06/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFPP (FG Financial Group Inc) |
-12.20%
Oct 2020 – Oct 2023 |
5.53%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFPP (FG Financial Group Inc) |
22.80%
Aug 2022 – Aug 2025 |
6.95%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart