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
FOTHX 22.78% 54.33% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
Name Start Date End Date
FOTHX 10/11/2024 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -4.43 54.33 NA NA NA NA NA 22.78 23.65 10.35
Sharpe Ratio NA 2.66 NA NA NA NA NA 2.58 0.83 2.83
Standard Deviation(%) NA 19.88 NA NA NA NA NA 21.84 25.10 19.03
Draw Down(%) NA 12.25 NA NA NA NA NA 11.27 24.84 3.90
Yield(%) 0.00 9.93 5.63 3.38 1.69 1.13 0.84 0.00 9.74 6.77
Data as of 06/11/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FOTHX (FOTHX) 0.00%
NA
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
FOTHX (FOTHX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return