Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUVLFX | NA | 20.42% | NA | NA | NA | NA | NA | 38.93% |
Data as of 07/31/2024, AR inception is 08/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUVLFX | 08/01/2022 | 07/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.31 | 20.42 | NA | NA | NA | NA | NA | 38.93 | 16.10 | 23.28 | -2.93 |
| Sharpe Ratio | NA | 1.03 | NA | NA | NA | NA | NA | 0.75 | 1.60 | 1.14 | -0.36 |
| Standard Deviation(%) | NA | 16.17 | NA | NA | NA | NA | NA | 18.89 | 16.12 | 16.83 | 25.84 |
| Draw Down(%) | NA | 13.28 | NA | NA | NA | NA | NA | 15.36 | 8.81 | 13.50 | 15.36 |
| Yield(%) | 0.00 | 0.46 | 0.44 | 0.27 | 0.13 | 0.09 | 0.07 | 1.33 | 0.44 | 0.48 | 0.35 |
Data as of 07/31/2024, AR inception is 08/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUVLFX (FUVLFX) |
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 |
|---|---|---|---|---|
| FUVLFX (FUVLFX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart