Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOINX (INCOME FUND INSTITUTIONAL) | -0.14% | 4.07% | 3.98% | 0.07% | 1.62% | 2.27% | 3.14% | … | … |
Data as of 06/04/2026, Common starting date is 03/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOINX (INCOME FUND INSTITUTIONAL) | 03/09/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.07 | 3.98 | 0.07 | 1.62 | 2.27 | 3.14 | … | … | -0.14 | 7.09 | 1.85 | 5.98 | -13.25 | -1.62 | 7.02 | 8.18 | 0.02 | 3.86 | 2.82 | 0.23 | 5.63 | -0.88 | 5.92 | 7.30 | 6.47 | 7.88 | 0.73 | 6.15 | 3.46 | 0.00 | -0.28 | 2.99 | 9.16 | 5.04 |
| Sharpe Ratio | NA | 0.59 | 0.21 | -0.40 | 0.02 | NA | NA | … | … | -0.54 | 0.93 | -0.31 | 0.32 | -2.04 | -0.48 | 1.35 | 1.89 | -0.49 | 1.11 | 0.84 | 0.06 | 2.19 | -0.31 | 2.41 | 1.97 | 1.65 | 1.55 | -0.04 | 0.77 | 0.01 | -0.80 | -0.32 | 0.51 | 1.83 | 0.82 |
| Standard Deviation(%) | NA | 3.99 | 5.43 | 5.85 | 4.85 | NA | NA | … | … | 4.28 | 4.53 | 5.63 | 7.21 | 7.21 | 3.44 | 4.99 | 3.56 | 2.79 | 2.90 | 3.10 | 3.44 | 2.56 | 2.94 | 2.46 | 3.69 | 3.86 | 5.02 | 6.57 | 3.93 | 3.25 | 2.82 | 3.91 | 4.42 | 4.37 | 5.06 |
| Draw Down(%) | NA | 3.26 | 6.02 | 17.76 | 18.16 | NA | NA | … | … | 3.26 | 2.58 | 4.21 | 7.30 | 16.48 | 3.56 | 7.34 | 2.24 | 2.65 | 1.36 | 3.76 | 2.47 | 1.25 | 4.25 | 1.07 | 1.56 | 3.52 | 2.92 | 6.58 | 2.32 | 2.27 | 2.60 | 5.57 | 4.49 | 2.42 | 4.01 |
| Yield(%) | 0.00 | 3.07 | 3.13 | 2.51 | 2.63 | 2.78 | 3.34 | … | … | 1.03 | 3.36 | 3.14 | 3.04 | 2.37 | 2.11 | 2.49 | 2.91 | 2.90 | 2.84 | 2.84 | 2.36 | 2.61 | 2.76 | 3.11 | 3.84 | 3.83 | 4.95 | 4.43 | 4.62 | 4.17 | 2.60 | 0.73 | 5.19 | 5.82 | 5.47 |
Data as of 06/04/2026, Common starting date is 03/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOINX (INCOME FUND INSTITUTIONAL) |
-5.51%
Oct 2020 – Oct 2023 |
-0.93%
Jul 2020 – Jul 2025 |
0.78%
Oct 2012 – Oct 2022 |
2.28%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOINX (INCOME FUND INSTITUTIONAL) |
9.01%
Oct 2008 – Oct 2011 |
6.69%
Oct 2008 – Oct 2013 |
4.85%
Jun 2006 – Jun 2016 |
4.33%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart