Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUVRGX | NA | -16.10% | NA | NA | NA | NA | NA | -9.32% |
Data as of 04/06/2022, AR inception is 04/07/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUVRGX | 04/07/2020 | 04/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | -16.10 | NA | NA | NA | NA | NA | -9.32 | -9.60 | -7.08 | 7.94 |
| Sharpe Ratio | NA | -2.16 | NA | NA | NA | NA | NA | -0.78 | -6.66 | -0.96 | 2.50 |
| Standard Deviation(%) | NA | 7.48 | NA | NA | NA | NA | NA | 6.20 | 4.83 | 7.39 | 4.33 |
| Draw Down(%) | NA | 16.79 | NA | NA | NA | NA | NA | 17.53 | 9.60 | 9.19 | 3.98 |
| 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 04/06/2022, AR inception is 04/07/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUVRGX (FUVRGX) |
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 |
|---|---|---|---|---|
| FUVRGX (FUVRGX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart