Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOGPX (GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS) | NA | 16.67% | 18.86% | 16.73% | 14.77% | NA | NA | … | … |
Data as of 05/16/2022, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOGPX (GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS) | 10/28/2011 | 05/16/2022 |
| 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.67 | 18.86 | 16.73 | 14.77 | NA | NA | … | … | 5.83 | -8.30 | 32.11 | 32.79 | -3.40 | 20.86 | 11.26 | -3.50 | 4.78 | 37.63 | 15.90 | -5.89 |
| Sharpe Ratio | NA | 0.43 | 0.60 | 0.62 | 0.68 | NA | NA | … | … | 0.29 | -0.31 | 0.90 | 2.23 | -0.25 | 2.25 | 0.73 | -0.23 | 0.32 | 2.84 | 0.95 | -0.91 |
| Standard Deviation(%) | NA | 36.70 | 31.02 | 25.95 | 21.10 | NA | NA | … | … | 56.84 | 26.92 | 35.20 | 14.06 | 18.61 | 9.04 | 15.04 | 15.25 | 14.87 | 13.26 | 16.84 | 32.92 |
| Draw Down(%) | NA | 26.89 | 36.89 | 36.89 | 36.89 | NA | NA | … | … | 22.81 | 24.60 | 36.89 | 7.40 | 22.60 | 4.10 | 12.96 | 16.55 | 11.54 | 5.06 | 14.31 | 12.14 |
| Yield(%) | 0.00 | 35.40 | 22.54 | 18.47 | 16.29 | 10.93 | 8.20 | … | … | 20.24 | 16.88 | 20.27 | 7.07 | 10.36 | 16.35 | 6.41 | 13.01 | 12.87 | 9.81 | 2.69 | 0.00 |
Data as of 05/16/2022, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOGPX (GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS) |
4.00%
Dec 2013 – Dec 2016 |
4.03%
Mar 2015 – Mar 2020 |
11.44%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOGPX (GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS) |
24.17%
Dec 2018 – Dec 2021 |
19.66%
Oct 2016 – Oct 2021 |
14.90%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart