Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMGRX (RX DYNAMIC STOCK FUND INSTITUTIONAL CLASS) | NA | 9.60% | -1.85% | 4.47% | 2.43% | NA | NA | … | … |
Data as of 02/08/2017, Common starting date is 10/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMGRX (RX DYNAMIC STOCK FUND INSTITUTIONAL CLASS) | 10/30/2002 | 02/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.60 | -1.85 | 4.47 | 2.43 | NA | NA | … | … | -8.05 | 1.51 | -7.40 | 5.43 | 31.34 | 15.75 | -3.97 | 15.96 | 31.19 | -29.05 | -9.54 | 15.79 | 6.63 | 18.32 | 31.53 | 2.18 |
| Sharpe Ratio | NA | 0.54 | -0.12 | 0.29 | 0.09 | NA | NA | … | … | -1.67 | 0.09 | -0.43 | 0.48 | 2.92 | 1.09 | -0.18 | 0.96 | 1.06 | -0.77 | -0.54 | 1.37 | 0.45 | 1.77 | 2.08 | 0.74 |
| Standard Deviation(%) | NA | 17.25 | 16.20 | 15.11 | 22.66 | NA | NA | … | … | 33.62 | 14.88 | 17.11 | 11.30 | 10.71 | 14.50 | 22.83 | 16.46 | 29.31 | 39.04 | 23.49 | 9.15 | 10.01 | 9.82 | 14.83 | 17.54 |
| Draw Down(%) | NA | 12.68 | 25.04 | 25.04 | 57.09 | NA | NA | … | … | 10.52 | 14.84 | 15.76 | 9.47 | 4.75 | 11.57 | 21.88 | 13.43 | 26.72 | 41.46 | 20.66 | 7.33 | 6.98 | 5.59 | 12.45 | 4.46 |
| Yield(%) | 0.00 | 0.00 | 23.85 | 20.13 | 10.20 | 13.29 | 9.97 | … | … | 0.00 | 0.00 | 29.33 | 54.29 | 20.71 | 15.89 | 1.72 | 7.32 | 1.03 | 0.00 | 0.00 | 9.47 | 1.80 | 1.43 | 2.13 | 2.18 |
Data as of 02/08/2017, Common starting date is 10/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMGRX (RX DYNAMIC STOCK FUND INSTITUTIONAL CLASS) |
-15.46%
Feb 2006 – Feb 2009 |
-5.79%
Feb 2004 – Feb 2009 |
2.55%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMGRX (RX DYNAMIC STOCK FUND INSTITUTIONAL CLASS) |
25.34%
Feb 2009 – Feb 2012 |
21.82%
Feb 2009 – Feb 2014 |
8.91%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart