Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSGCY (First Gen Corp ADR) | NA | -32.47% | -5.20% | -14.86% | -5.36% | NA | NA | … | … |
Data as of 12/17/2025, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSGCY (First Gen Corp ADR) | 06/10/2015 | 12/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.27 | -32.47 | -5.20 | -14.86 | -5.36 | NA | NA | … | … | -32.47 | 13.64 | 11.02 | -49.20 | 3.33 | 37.90 | 58.54 | -9.14 | -23.66 | -15.02 | -10.12 |
| Sharpe Ratio | NA | -0.37 | -0.15 | -0.29 | -0.13 | NA | NA | … | … | -0.38 | 0.30 | 0.27 | -0.64 | 0.10 | 0.53 | 1.49 | -0.28 | -0.85 | -0.34 | -0.38 |
| Standard Deviation(%) | NA | 95.07 | 58.62 | 60.13 | 53.44 | NA | NA | … | … | 97.04 | 33.68 | 27.55 | 78.75 | 33.97 | 70.95 | 38.24 | 37.76 | 28.61 | 44.31 | 45.89 |
| Draw Down(%) | NA | 50.34 | 50.34 | 61.38 | 61.38 | NA | NA | … | … | 50.34 | 15.42 | 12.34 | 52.15 | 17.17 | 35.62 | 11.71 | 22.07 | 27.02 | 24.90 | 23.33 |
| Yield(%) | 3.16 | 4.13 | 5.12 | 2.45 | 2.15 | 1.36 | 1.02 | … | … | 4.13 | 4.95 | 5.42 | 2.31 | 2.34 | 2.61 | 3.64 | 2.01 | 1.62 | 0.10 | 1.30 |
Data as of 12/17/2025, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGCY (First Gen Corp ADR) |
-21.02%
Jul 2015 – Jul 2018 |
-15.24%
Nov 2020 – Nov 2025 |
-6.49%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGCY (First Gen Corp ADR) |
37.67%
Jun 2018 – Jun 2021 |
11.03%
Jan 2016 – Jan 2021 |
1.33%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart