Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FOBAX (BALANCED FUND INSTITUTIONAL) | 5.05% | 5.48% | 6.47% | 3.49% | 5.33% | 7.29% | 6.38% | 6.77% |
Data as of 07/25/2025, AR inception is 08/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOBAX (BALANCED FUND INSTITUTIONAL) | 08/23/1996 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 5.48 | 6.47 | 3.49 | 5.33 | 7.29 | 6.38 | 6.77 | 5.05 | 9.97 | 12.42 | -18.86 | 7.98 | 7.14 | 21.70 | -2.10 | 13.96 | 3.64 | 1.55 | 5.80 | 21.90 | 9.16 | 5.75 | 17.56 | 24.64 | -22.55 | 7.33 | 6.62 | 4.82 | 15.35 | 23.78 | -5.49 | 2.03 | 5.59 | -7.25 | 7.69 | 14.98 | 6.21 |
| Sharpe Ratio | NA | 0.19 | 0.27 | 0.12 | 0.32 | NA | NA | 0.43 | 0.47 | 0.37 | 0.91 | -1.26 | 0.66 | 0.33 | 2.81 | -0.33 | 2.95 | 0.42 | 0.16 | 0.56 | 2.69 | 1.11 | 0.39 | 1.52 | 1.38 | -0.98 | 0.49 | 0.35 | 0.26 | 1.55 | 2.34 | -0.47 | -0.04 | 0.17 | -1.21 | 0.59 | 1.61 | 3.01 |
| Standard Deviation(%) | NA | 12.08 | 11.48 | 12.22 | 11.89 | NA | NA | 11.64 | 13.07 | 9.08 | 9.05 | 16.16 | 12.15 | 20.96 | 7.21 | 10.43 | 4.54 | 8.14 | 9.72 | 10.35 | 8.13 | 8.25 | 14.78 | 11.48 | 17.85 | 23.81 | 8.96 | 9.60 | 10.18 | 9.30 | 9.86 | 14.00 | 8.18 | 8.59 | 8.66 | 7.43 | 7.06 | 5.03 |
| Draw Down(%) | NA | 15.06 | 15.06 | 24.77 | 24.77 | NA | NA | 39.94 | 11.24 | 6.88 | 7.06 | 19.64 | 9.03 | 22.37 | 3.65 | 11.76 | 1.49 | 6.79 | 8.40 | 8.40 | 4.36 | 6.71 | 12.57 | 8.83 | 23.48 | 35.21 | 5.70 | 8.91 | 8.07 | 7.67 | 7.65 | 16.99 | 10.68 | 8.80 | 12.73 | 8.49 | 4.29 | 2.17 |
| Yield(%) | 0.00 | 0.96 | 1.16 | 0.92 | 3.35 | 4.94 | 4.69 | 5.63 | 0.27 | 1.41 | 1.34 | 0.69 | 0.52 | 0.79 | 5.44 | 6.85 | 8.68 | 6.61 | 2.45 | 9.10 | 8.62 | 0.96 | 1.07 | 1.81 | 2.00 | 3.52 | 16.39 | 0.65 | 0.22 | 1.02 | 0.94 | 1.80 | 2.29 | 3.22 | 9.71 | 6.51 | 4.26 | 1.26 |
Data as of 07/25/2025, AR inception is 08/23/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOBAX (BALANCED FUND INSTITUTIONAL) |
-9.69%
Feb 2006 - Feb 2009 |
-2.02%
Feb 2004 - Feb 2009 |
1.26%
Feb 1999 - Feb 2009 |
5.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOBAX (BALANCED FUND INSTITUTIONAL) |
24.24%
Feb 2009 - Feb 2012 |
19.56%
Feb 2009 - Feb 2014 |
12.21%
Feb 2009 - Feb 2019 |
9.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart