Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FRGAX (Growth Allocation Index Fund) | 9.20% | 13.68% | NA | NA | NA | NA | NA | 19.89% |
Data as of 07/30/2025, AR inception is 11/17/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRGAX (Growth Allocation Index Fund) | 11/17/2022 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 13.68 | NA | NA | NA | NA | NA | 19.89 | 9.20 | 10.69 | 17.57 | -0.85 |
| Sharpe Ratio | NA | 0.96 | NA | NA | NA | NA | NA | 1.07 | 1.07 | 0.45 | 1.43 | -0.76 |
| Standard Deviation(%) | NA | 12.40 | NA | NA | NA | NA | NA | 10.54 | 14.27 | 9.09 | 9.38 | 13.28 |
| Draw Down(%) | NA | 11.77 | NA | NA | NA | NA | NA | 11.77 | 11.77 | 5.22 | 8.93 | 4.67 |
| Yield(%) | 0.00 | 2.06 | 2.06 | 1.23 | 0.62 | 0.41 | 0.31 | 3.08 | 0.00 | 2.25 | 2.05 | 1.66 |
Data as of 07/30/2025, AR inception is 11/17/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRGAX (Growth Allocation Index Fund) |
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 |
|---|---|---|---|---|
| FRGAX (Growth Allocation Index Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart