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
FSEGX NA -23.72% -12.81% NA NA NA NA
Data as of 02/19/2021, Common starting date is 08/21/2017
More Performance Analytics Comparison
Name Start Date End Date
FSEGX 08/21/2017 02/19/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017
Annualized Return (%) 0.00 -23.72 -12.81 NA NA NA NA 0.00 -26.36 12.99 -21.02 7.25
Sharpe Ratio NA -0.51 -0.42 NA NA NA NA 0.00 -0.57 0.42 -1.09 1.59
Standard Deviation(%) NA 46.30 33.14 NA NA NA NA NA 46.54 27.86 20.46 12.94
Draw Down(%) NA 55.63 63.67 NA NA NA NA 0.00 57.78 19.33 29.17 7.59
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/19/2021, Common starting date is 08/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FSEGX (FSEGX) -17.21%
Sep 2017 – Sep 2020
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
FSEGX (FSEGX) -12.44%
Nov 2017 – Nov 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return