Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2022.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FOGRX (GROWTH OPPORTUNITIES FUND INSTITUTIONAL) | NA | 16.65% | 18.31% | 16.84% | 14.33% | 10.82% | 10.77% | 9.68% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOGRX (GROWTH OPPORTUNITIES FUND INSTITUTIONAL) | 03/31/1998 | 05/06/2022 |
The return data shown below all have the same latest date: 05/06/2022.
AR inception is since 03/31/1998.
AR inception is since 03/31/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.65 | 18.31 | 16.84 | 14.33 | 10.82 | 10.77 | 9.68 | 7.44 | -9.11 | 31.89 | 32.56 | -3.53 | 20.66 | 10.99 | -3.71 | 4.55 | 37.33 | 15.61 | -1.69 | 29.61 | 28.16 | -32.28 | 7.87 | 9.00 | 5.53 | 18.40 | 33.41 | -14.83 | -0.22 | 7.39 | 11.87 | -1.80 |
| Sharpe Ratio | NA | 0.43 | 0.57 | 0.61 | 0.65 | NA | NA | 0.39 | 0.37 | -0.33 | 0.89 | 2.22 | -0.26 | 2.23 | 0.72 | -0.25 | 0.30 | 2.82 | 0.93 | -0.06 | 1.48 | 1.07 | -0.93 | 0.32 | 0.28 | 0.24 | 1.27 | 1.98 | -0.65 | -0.15 | 0.16 | 0.50 | -0.28 |
| Standard Deviation(%) | NA | 38.19 | 31.57 | 26.30 | 21.30 | NA | NA | 21.51 | 61.04 | 27.44 | 35.21 | 14.02 | 18.58 | 9.03 | 14.97 | 15.23 | 14.86 | 13.21 | 16.82 | 30.41 | 19.91 | 26.21 | 35.77 | 15.34 | 20.22 | 14.03 | 13.69 | 16.51 | 24.63 | 17.36 | 20.69 | 17.39 | 19.85 |
| Draw Down(%) | NA | 26.95 | 36.88 | 36.88 | 36.88 | NA | NA | 52.89 | 22.83 | 25.13 | 36.88 | 7.40 | 22.59 | 4.10 | 12.98 | 16.60 | 11.56 | 5.08 | 14.39 | 29.12 | 14.58 | 28.85 | 46.82 | 10.25 | 12.70 | 11.15 | 12.03 | 14.46 | 31.22 | 20.95 | 10.44 | 14.13 | 22.70 |
| Yield(%) | 0.00 | 36.14 | 22.54 | 18.73 | 15.75 | 11.10 | 12.65 | 12.41 | 21.12 | 17.47 | 20.83 | 7.24 | 10.57 | 16.61 | 6.49 | 13.12 | 12.93 | 9.84 | 2.69 | 0.00 | 0.44 | 0.00 | 9.93 | 9.21 | 11.41 | 11.28 | 0.03 | 0.01 | 0.00 | 0.90 | 0.35 | 0.24 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOGRX (GROWTH OPPORTUNITIES FUND INSTITUTIONAL) |
-15.02%
Feb 2006 - Feb 2009 |
-4.43%
Feb 2004 - Feb 2009 |
1.33%
Feb 1999 - Feb 2009 |
6.81%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOGRX (GROWTH OPPORTUNITIES FUND INSTITUTIONAL) |
31.04%
Feb 2009 - Feb 2012 |
26.06%
Feb 2009 - Feb 2014 |
16.98%
Feb 2009 - Feb 2019 |
11.54%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart