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
FTACOX NA 40.34% NA NA NA NA NA
Data as of 10/23/2024, Common starting date is 10/24/2022
More Performance Analytics Comparison
Name Start Date End Date
FTACOX 10/24/2022 10/23/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) 0.15 40.34 NA NA NA NA NA 27.45 -4.97 8.80
Sharpe Ratio NA 2.26 NA NA NA NA NA 1.98 -0.52 2.64
Standard Deviation(%) NA 14.93 NA NA NA NA NA 13.93 17.92 20.59
Draw Down(%) NA 7.00 NA NA NA NA NA 7.00 18.41 3.54
Yield(%) 0.00 3.15 2.00 1.20 0.60 0.40 0.30 2.69 2.53 0.53
Data as of 10/23/2024, Common starting date is 10/24/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTACOX (FTACOX) 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
FTACOX (FTACOX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return