Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUVGWX | NA | 6.36% | NA | NA | NA | NA | NA | -4.74% |
Data as of 12/03/2021, AR inception is 12/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUVGWX | 12/06/2019 | 12/03/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 6.36 | NA | NA | NA | NA | NA | -4.74 | 4.85 | -11.16 | 2.26 |
| Sharpe Ratio | NA | 0.54 | NA | NA | NA | NA | NA | -0.08 | 0.43 | -0.26 | 8.87 |
| Standard Deviation(%) | NA | 11.83 | NA | NA | NA | NA | NA | 32.10 | 12.04 | 44.11 | 4.65 |
| Draw Down(%) | NA | 8.14 | NA | NA | NA | NA | NA | 49.77 | 8.14 | 49.77 | 0.46 |
| Yield(%) | 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 12/03/2021, AR inception is 12/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUVGWX (FUVGWX) |
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 |
|---|---|---|---|---|
| FUVGWX (FUVGWX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart