Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FGN (F&G Annuities & Life Inc. 7.95) | 4.02% | 6.79% | NA | NA | NA | NA | NA | 14.45% |
Data as of 07/03/2025, AR inception is 12/12/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGN (F&G Annuities & Life Inc. 7.95) | 12/12/2023 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.58 | 6.79 | NA | NA | NA | NA | NA | 14.45 | 4.02 | 7.73 | 2.14 |
| Sharpe Ratio | NA | 0.36 | NA | NA | NA | NA | NA | 0.67 | 0.46 | 0.61 | 5.27 |
| Standard Deviation(%) | NA | 9.86 | NA | NA | NA | NA | NA | 8.48 | 11.07 | 6.78 | 9.86 |
| Draw Down(%) | NA | 9.50 | NA | NA | NA | NA | NA | 9.50 | 7.60 | 5.24 | 1.94 |
| Yield(%) | 0.00 | 5.75 | 3.35 | 2.01 | 1.01 | 0.67 | 0.50 | 10.05 | 3.76 | 5.98 | 0.00 |
Data as of 07/03/2025, AR inception is 12/12/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGN (F&G Annuities & Life Inc. 7.95) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGN (F&G Annuities & Life Inc. 7.95) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart