Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FLPEX 11.30% 20.43% NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
Name Start Date End Date
FLPEX 10/11/2024 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 2.78 20.43 NA NA NA NA NA 11.30 13.50 -4.31
Sharpe Ratio NA 1.39 NA NA NA NA NA 1.81 0.64 -1.72
Standard Deviation(%) NA 12.84 NA NA NA NA NA 13.52 16.74 12.47
Draw Down(%) NA 8.94 NA NA NA NA NA 8.94 16.02 7.17
Yield(%) 0.00 12.39 5.32 3.19 1.60 1.06 0.80 0.00 13.04 4.02
Data as of 06/12/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLPEX (FLPEX) 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
FLPEX (FLPEX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return