Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFCGX (Taylor Frigon Core Growth Fund) | 14.52% | 29.83% | 17.04% | -0.39% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFCGX (Taylor Frigon Core Growth Fund) | 01/04/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.97 | 29.83 | 17.04 | -0.39 | NA | NA | NA | … | … | 14.52 | 11.72 | 20.36 | 20.16 | -48.26 | 10.57 | 79.37 | 32.15 | 0.07 | 20.12 |
| Sharpe Ratio | NA | 1.06 | 0.53 | -0.10 | NA | NA | NA | … | … | 1.00 | 0.27 | 0.75 | 0.60 | -1.08 | 0.36 | 2.00 | 1.59 | -0.05 | 1.66 |
| Standard Deviation(%) | NA | 25.62 | 27.69 | 32.05 | NA | NA | NA | … | … | 27.15 | 33.04 | 22.38 | 27.98 | 46.33 | 28.92 | 39.43 | 19.30 | 24.25 | 11.85 |
| Draw Down(%) | NA | 19.42 | 33.46 | 58.77 | NA | NA | NA | … | … | 19.42 | 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 | 1.95 | 4.51 | 3.01 | 2.25 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.53 | 8.60 | 2.22 | 1.82 | 0.00 |
Data as of 06/04/2026, Common starting date 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 |
-5.89%
Feb 2021 – Feb 2026 |
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