Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FVYSRX | NA | -6.81% | -0.68% | NA | NA | NA | NA | -0.96% |
Data as of 04/27/2022, AR inception is 04/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVYSRX | 04/05/2018 | 04/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | -6.81 | -0.68 | NA | NA | NA | NA | -0.96 | -5.97 | -1.78 | 4.26 | 6.50 | -6.19 |
| Sharpe Ratio | NA | -2.69 | -0.10 | NA | NA | NA | NA | -0.17 | -4.66 | -1.01 | 0.21 | 1.91 | -3.30 |
| Standard Deviation(%) | NA | 2.57 | 10.75 | NA | NA | NA | NA | 9.33 | 3.84 | 1.79 | 18.90 | 2.66 | 2.92 |
| Draw Down(%) | NA | 7.29 | 18.92 | NA | NA | NA | NA | 18.92 | 5.98 | 2.33 | 18.92 | 1.12 | 7.02 |
| Yield(%) | 0.00 | 0.00 | 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 04/27/2022, AR inception is 04/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVYSRX (FVYSRX) |
0.10%
Mar 2019 - Mar 2022 |
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 |
|---|---|---|---|---|
| FVYSRX (FVYSRX) |
2.93%
Dec 2018 - Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart