Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOA (Finance of America Companies Inc.) | -16.65% | -5.26% | 5.88% | -27.79% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOA (Finance of America Companies Inc.) | 10/08/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | -5.26 | 5.88 | -27.79 | NA | NA | NA | … | … | -16.65 | -18.42 | 155.64 | -13.39 | -68.01 | -60.54 | -1.85 |
| Sharpe Ratio | NA | -0.24 | 0.06 | -0.39 | NA | NA | NA | … | … | -0.81 | -0.41 | 1.41 | -0.21 | -1.04 | -0.87 | -3.25 |
| Standard Deviation(%) | NA | 47.23 | 81.60 | 76.88 | NA | NA | NA | … | … | 49.96 | 52.36 | 105.44 | 86.31 | 67.12 | 63.43 | 7.88 |
| Draw Down(%) | NA | 45.07 | 77.83 | 95.71 | NA | NA | NA | … | … | 35.26 | 41.31 | 59.09 | 64.53 | 71.36 | 66.70 | 2.38 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOA (Finance of America Companies Inc.) |
-64.94%
Apr 2021 – Apr 2024 |
-29.25%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOA (Finance of America Companies Inc.) |
29.85%
Aug 2022 – Aug 2025 |
-27.38%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart