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
FOPAVX NA 1,488,688.62% 2,283.64% NA NA NA NA
Data as of 07/09/2024, Common starting date is 10/10/2019
More Performance Analytics Comparison
Name Start Date End Date
FOPAVX 10/10/2019 07/09/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019
Annualized Return (%) 1,160,869.47 1,488,688.62 2,283.64 NA NA NA NA 1,266,881.78 11.30 -9.50 -34.43 57.81 12.98
Sharpe Ratio NA 1,582.97 4.07 NA NA NA NA 6,829,062.16 0.33 -0.48 -0.52 1.51 6.18
Standard Deviation(%) NA 944.29 559.95 NA NA NA NA 1,314.32 21.52 22.66 66.54 38.02 11.68
Draw Down(%) NA 13.79 22.00 NA NA NA NA 6.77 21.13 18.00 48.31 32.82 2.34
Yield(%) 0.00 5.64 2.20 1.45 0.73 0.48 0.36 107.86 5.21 0.40 0.00 0.00 0.00
Data as of 07/09/2024, Common starting date is 10/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FOPAVX (FOPAVX) -13.13%
Feb 2021 – Feb 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FOPAVX (FOPAVX) 9.60%
Mar 2021 – Mar 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return