Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMAJX | 2.09% | 5.73% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMAJX | 10/11/2024 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.14 | 5.73 | NA | NA | NA | NA | NA | … | … | 2.09 | 9.98 | -1.21 |
| Sharpe Ratio | NA | 0.16 | NA | NA | NA | NA | NA | … | … | 0.06 | 0.34 | -0.55 |
| Standard Deviation(%) | NA | 14.89 | NA | NA | NA | NA | NA | … | … | 17.86 | 20.69 | 15.51 |
| Draw Down(%) | NA | 14.18 | NA | NA | NA | NA | NA | … | … | 12.55 | 20.16 | 4.60 |
| Yield(%) | 0.00 | 4.58 | 4.08 | 2.45 | 1.22 | 0.82 | 0.61 | … | … | 0.00 | 9.34 | 3.31 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| FMAJX (FMAJX) |
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 |
|---|---|---|---|---|
| FMAJX (FMAJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart