Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKVFLX | NA | 36.40% | 12.26% | 7.65% | NA | NA | NA | … | … |
Data as of 10/07/2021, Common starting date is 05/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKVFLX | 05/13/2013 | 10/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.50 | 36.40 | 12.26 | 7.65 | NA | NA | NA | … | … | 24.15 | 9.70 | 18.91 | -17.12 | 3.81 | 8.90 | -14.17 | -11.08 | 7.12 |
| Sharpe Ratio | NA | 2.18 | 0.42 | 0.31 | NA | NA | NA | … | … | 2.10 | 0.23 | 1.24 | -0.97 | 0.33 | 0.64 | -0.89 | -0.44 | 0.84 |
| Standard Deviation(%) | NA | 16.66 | 26.96 | 22.45 | NA | NA | NA | … | … | 15.50 | 40.97 | 14.12 | 19.00 | 9.63 | 13.54 | 15.94 | 25.32 | 13.45 |
| Draw Down(%) | NA | 8.00 | 37.40 | 38.54 | NA | NA | NA | … | … | 5.27 | 37.40 | 11.73 | 23.23 | 6.73 | 7.44 | 18.82 | 26.04 | 7.34 |
| 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 | 0.00 |
Data as of 10/07/2021, Common starting date is 05/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKVFLX (FKVFLX) |
-8.45%
Mar 2017 – Mar 2020 |
-6.49%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKVFLX (FKVFLX) |
12.02%
Apr 2018 – Apr 2021 |
8.19%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart