Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSFOX | 22.77% | 45.89% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSFOX | 10/11/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 45.89 | NA | NA | NA | NA | NA | … | … | 22.77 | 13.74 | -0.59 |
| Sharpe Ratio | NA | 2.13 | NA | NA | NA | NA | NA | … | … | 2.31 | 0.43 | -0.32 |
| Standard Deviation(%) | NA | 20.53 | NA | NA | NA | NA | NA | … | … | 23.79 | 25.23 | 18.49 |
| Draw Down(%) | NA | 12.74 | NA | NA | NA | NA | NA | … | … | 12.74 | 26.83 | 5.91 |
| Yield(%) | 0.00 | 13.19 | 6.85 | 4.11 | 2.05 | 1.37 | 1.03 | … | … | 0.00 | 12.56 | 9.10 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| FSFOX (FSFOX) |
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 |
|---|---|---|---|---|
| FSFOX (FSFOX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart