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
FRMIVX NA 5.20% NA NA NA NA NA
Data as of 12/02/2021, Common starting date is 12/04/2019
More Performance Analytics Comparison
Name Start Date End Date
FRMIVX 12/04/2019 12/02/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -0.52 5.20 NA NA NA NA NA 4.82 -7.21 1.65
Sharpe Ratio NA 0.82 NA NA NA NA NA 0.80 -0.21 5.81
Standard Deviation(%) NA 6.34 NA NA NA NA NA 6.49 36.00 4.27
Draw Down(%) NA 4.13 NA NA NA NA NA 4.13 42.96 0.67
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/02/2021, Common starting date is 12/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRMIVX (FRMIVX) 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
FRMIVX (FRMIVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return