Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUVVKX | NA | -12.34% | NA | NA | NA | NA | NA | -4.88% |
Data as of 05/26/2022, AR inception is 05/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUVVKX | 05/27/2020 | 05/26/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | -12.34 | NA | NA | NA | NA | NA | -4.88 | -16.73 | 8.20 | 5.57 |
| Sharpe Ratio | NA | -0.52 | NA | NA | NA | NA | NA | -0.11 | -1.38 | 0.39 | 0.38 |
| Standard Deviation(%) | NA | 23.94 | NA | NA | NA | NA | NA | 23.29 | 26.74 | 21.07 | 24.41 |
| Draw Down(%) | NA | 33.58 | NA | NA | NA | NA | NA | 33.58 | 21.77 | 18.68 | 15.86 |
| 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 05/26/2022, AR inception is 05/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUVVKX (FUVVKX) |
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 |
|---|---|---|---|---|
| FUVVKX (FUVVKX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart