Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFCGX (Taylor Frigon Core Growth Fund) | -1.77% | 4.01% | 8.16% | 2.12% | NA | NA | NA | 11.07% |
Data as of 07/16/2025, AR inception is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFCGX (Taylor Frigon Core Growth Fund) | 01/04/2017 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.23 | 4.01 | 8.16 | 2.12 | NA | NA | NA | 11.07 | -1.77 | 20.36 | 20.16 | -48.26 | 10.57 | 79.37 | 32.15 | 0.07 | 20.12 |
| Sharpe Ratio | NA | 0.16 | 0.15 | 0.01 | NA | NA | NA | 0.29 | -0.17 | 0.75 | 0.60 | -1.08 | 0.36 | 2.00 | 1.59 | -0.05 | 1.66 |
| Standard Deviation(%) | NA | 32.34 | 30.37 | 32.67 | NA | NA | NA | 30.09 | 38.71 | 22.38 | 27.98 | 46.33 | 28.92 | 39.43 | 19.30 | 24.25 | 11.85 |
| Draw Down(%) | NA | 33.46 | 33.65 | 58.77 | NA | NA | NA | 58.77 | 33.46 | 13.69 | 29.98 | 50.66 | 23.52 | 38.92 | 12.63 | 27.03 | 9.06 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.01 | 4.51 | 3.01 | 2.25 | 5.64 | 0.00 | 0.00 | 0.00 | 0.00 | 10.53 | 8.60 | 2.22 | 1.82 | 0.00 |
Data as of 07/16/2025, AR inception is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFCGX (Taylor Frigon Core Growth Fund) |
-15.32%
Jan 2021 - Jan 2024 |
2.57%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFCGX (Taylor Frigon Core Growth Fund) |
38.43%
Feb 2018 - Feb 2021 |
19.06%
Feb 2017 - Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart