Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNKTJX | NA | 25.82% | NA | NA | NA | NA | NA | … | … |
Data as of 10/03/2024, Common starting date is 10/04/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNKTJX | 10/04/2022 | 10/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 25.82 | NA | NA | NA | NA | NA | … | … | 13.46 | 6.21 | -6.06 |
| Sharpe Ratio | NA | 1.85 | NA | NA | NA | NA | NA | … | … | 1.23 | 0.11 | -1.57 |
| Standard Deviation(%) | NA | 10.62 | NA | NA | NA | NA | NA | … | … | 9.26 | 18.59 | 16.31 |
| Draw Down(%) | NA | 6.58 | NA | NA | NA | NA | NA | … | … | 6.58 | 19.59 | 8.04 |
| Yield(%) | 0.00 | 5.53 | 3.33 | 2.00 | 1.00 | 0.67 | 0.50 | … | … | 4.03 | 5.18 | 1.36 |
Data as of 10/03/2024, Common starting date is 10/04/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNKTJX (FNKTJX) |
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 |
|---|---|---|---|---|
| FNKTJX (FNKTJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart