Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORKX (Abraham Fortress Fund Class K) | 12.07% | 27.29% | 11.97% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORKX (Abraham Fortress Fund Class K) | 10/13/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 27.29 | 11.97 | NA | NA | NA | NA | … | … | 12.07 | 9.37 | 10.88 | 10.58 | -6.14 | 2.73 |
| Sharpe Ratio | NA | 2.54 | 0.97 | NA | NA | NA | NA | … | … | 2.72 | 0.59 | 0.96 | 1.05 | -0.70 | 2.12 |
| Standard Deviation(%) | NA | 9.71 | 9.03 | NA | NA | NA | NA | … | … | 10.28 | 11.03 | 7.55 | 6.63 | 10.82 | 6.16 |
| Draw Down(%) | NA | 5.51 | 12.78 | NA | NA | NA | NA | … | … | 5.51 | 12.78 | 6.33 | 5.58 | 10.29 | 2.81 |
| Yield(%) | 0.00 | 1.94 | 2.52 | 3.13 | 1.57 | 1.04 | 0.78 | … | … | 0.00 | 1.86 | 3.48 | 2.17 | 6.79 | 1.63 |
Data as of 06/05/2026, Common starting date is 10/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORKX (Abraham Fortress Fund Class K) |
3.21%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| FORKX (Abraham Fortress Fund Class K) |
13.98%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart