Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRDUZX | -1.27% | 0.48% | -1.62% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/25/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRDUZX | 10/25/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 0.48 | -1.62 | NA | NA | NA | NA | … | … | -1.27 | 3.02 | -10.63 | 6.86 | 2.48 |
| Sharpe Ratio | NA | -1.04 | -0.69 | NA | NA | NA | NA | … | … | -2.51 | 0.06 | -1.57 | 0.48 | 1.73 |
| Standard Deviation(%) | NA | 2.22 | 6.98 | NA | NA | NA | NA | … | … | 2.22 | 2.96 | 11.06 | 5.52 | 6.62 |
| Draw Down(%) | NA | 2.27 | 15.92 | NA | NA | NA | NA | … | … | 1.92 | 2.22 | 15.38 | 3.37 | 1.72 |
| Yield(%) | 0.00 | 0.00 | 4.17 | 2.98 | 1.49 | 0.99 | 0.74 | … | … | 0.00 | 0.00 | 10.61 | 3.30 | 0.34 |
Data as of 06/10/2026, Common starting date is 10/25/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDUZX (FRDUZX) |
-1.82%
Apr 2023 – Apr 2026 |
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 |
|---|---|---|---|---|
| FRDUZX (FRDUZX) |
-0.49%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart