Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FONU (Fonu2 Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 05/17/2021, Common starting date is 08/03/2004
More Performance Analytics Comparison
Name Start Date End Date
FONU (Fonu2 Inc) 08/03/2004 05/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 250.00 0.00 100.00 0.00 -50.00 -99.50 -99.75 11.39 -60.00 -40.00 50.00 -84.85 -26.67 9.76 86.36 -41.33 -6.25
Sharpe Ratio NA 0.26 0.42 0.17 -0.16 NA NA 11.90 0.82 0.00 0.26 0.00 -0.10 -0.19 -0.35 0.04 -0.11 -0.10 0.14 -0.20 -0.08 0.03 0.50 -0.22 -0.07
Standard Deviation(%) NA 278.58 305.96 373.43 404.07 NA NA 362.27 303.24 290.66 382.59 425.41 481.93 527.74 287.18 276.34 537.39 416.36 345.62 424.76 335.59 199.53 166.23 195.97 209.89
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 78.95 50.00 50.00 50.00 66.67 99.92 99.88 89.97 97.25 94.12 85.00 89.71 82.35 80.85 63.16 71.62 61.82
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/17/2021, Common starting date is 08/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FONU (Fonu2 Inc) -99.13%
Aug 2013 – Aug 2016
-93.79%
Mar 2012 – Mar 2017
-77.90%
Jul 2007 – Jul 2017
-62.45%
Jan 2005 – Jan 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FONU (Fonu2 Inc) 162.07%
Feb 2018 – Feb 2021
74.11%
Jan 2016 – Jan 2021
-42.72%
Sep 2004 – Sep 2014
-52.21%
May 2005 – May 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return