Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FVYWVX | NA | 25.47% | NA | NA | NA | NA | NA | 36.31% |
Data as of 10/06/2021, AR inception is 06/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVYWVX | 06/29/2020 | 10/06/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 25.47 | NA | NA | NA | NA | NA | 36.31 | 11.34 | 22.42 |
| Sharpe Ratio | NA | 1.79 | NA | NA | NA | NA | NA | 1.82 | 1.08 | 2.91 |
| Standard Deviation(%) | NA | 14.24 | NA | NA | NA | NA | NA | 15.08 | 14.03 | 16.62 |
| Draw Down(%) | NA | 7.60 | NA | NA | NA | NA | NA | 8.00 | 7.60 | 8.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/06/2021, AR inception is 06/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVYWVX (FVYWVX) |
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 |
|---|---|---|---|---|
| FVYWVX (FVYWVX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart