Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FOBPX (BALANCED FUND INSTITUTIONAL PLUS) | 3.53% | 3.10% | 6.71% | 3.74% | 5.20% | NA | NA | 7.02% |
Data as of 07/02/2025, AR inception is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOBPX (BALANCED FUND INSTITUTIONAL PLUS) | 10/28/2011 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 3.10 | 6.71 | 3.74 | 5.20 | NA | NA | 7.02 | 3.53 | 10.02 | 12.56 | -18.77 | 8.03 | 7.26 | 22.02 | -2.01 | 14.23 | 3.56 | 1.77 | 6.06 | 22.19 | 9.41 | -1.87 |
| Sharpe Ratio | NA | -0.07 | 0.26 | 0.17 | 0.31 | NA | NA | 0.50 | 0.22 | 0.38 | 0.92 | -1.25 | 0.65 | 0.33 | 2.86 | -0.32 | 3.01 | 0.41 | 0.18 | 0.58 | 2.72 | 1.14 | -0.70 |
| Standard Deviation(%) | NA | 12.29 | 11.61 | 12.32 | 11.94 | NA | NA | 11.27 | 13.93 | 9.12 | 9.10 | 16.22 | 12.29 | 20.98 | 7.20 | 10.42 | 4.54 | 8.13 | 9.69 | 10.38 | 8.13 | 8.27 | 15.02 |
| Draw Down(%) | NA | 15.07 | 15.07 | 24.74 | 24.74 | NA | NA | 24.74 | 11.18 | 7.00 | 7.06 | 19.51 | 9.08 | 22.38 | 3.62 | 11.70 | 1.50 | 6.77 | 8.35 | 8.33 | 4.32 | 6.66 | 5.68 |
| Yield(%) | 0.00 | 1.17 | 1.45 | 1.20 | 3.57 | 4.37 | 3.28 | 5.05 | 0.35 | 1.71 | 1.62 | 0.92 | 0.81 | 1.05 | 5.77 | 7.14 | 9.01 | 6.66 | 2.80 | 9.25 | 9.06 | 1.41 | 0.00 |
Data as of 07/02/2025, AR inception is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOBPX (BALANCED FUND INSTITUTIONAL PLUS) |
-2.00%
Dec 2019 - Dec 2022 |
2.39%
Dec 2017 - Dec 2022 |
4.53%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOBPX (BALANCED FUND INSTITUTIONAL PLUS) |
12.82%
May 2012 - May 2015 |
11.21%
Oct 2016 - Oct 2021 |
9.48%
Nov 2011 - Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart