Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOGIX (MOTLEY FOOL GREAT AMERICA FUND INSTITUTIONAL SHARES) | NA | 3.38% | 20.53% | 15.14% | NA | NA | NA | … | … |
Data as of 01/06/2022, Common starting date is 06/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOGIX (MOTLEY FOOL GREAT AMERICA FUND INSTITUTIONAL SHARES) | 06/19/2014 | 01/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.38 | 20.53 | 15.14 | NA | NA | NA | … | … | 0.00 | -4.21 | 32.68 | 30.39 | -11.20 | 29.39 | 7.60 | -2.74 | 6.64 |
| Sharpe Ratio | NA | -0.19 | 0.75 | 0.61 | NA | NA | NA | … | … | 0.00 | -0.21 | 0.98 | 1.83 | -0.66 | 2.80 | 0.45 | -0.20 | 1.06 |
| Standard Deviation(%) | NA | 19.70 | 23.86 | 20.96 | NA | NA | NA | … | … | NA | 19.84 | 32.98 | 15.80 | 18.97 | 10.33 | 16.27 | 13.72 | 12.00 |
| Draw Down(%) | NA | 17.46 | 31.50 | 31.50 | NA | NA | NA | … | … | 0.00 | 17.46 | 31.50 | 8.61 | 27.39 | 5.04 | 13.90 | 12.93 | 8.20 |
| Yield(%) | 0.00 | 7.00 | 11.10 | 9.39 | 5.32 | 3.55 | 2.66 | … | … | 0.00 | 7.09 | 13.30 | 7.14 | 4.67 | 6.68 | 0.00 | 0.30 | 0.31 |
Data as of 01/06/2022, Common starting date is 06/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOGIX (MOTLEY FOOL GREAT AMERICA FUND INSTITUTIONAL SHARES) |
6.53%
Aug 2014 – Aug 2017 |
4.74%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOGIX (MOTLEY FOOL GREAT AMERICA FUND INSTITUTIONAL SHARES) |
21.84%
Oct 2018 – Oct 2021 |
19.56%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart