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FREJP: Federal Home 5.30% (STOCK)
Basic Info 15.78 0(0.0%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/06/2012 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | -30.6 | -12.4 | 86.3 | 9.6 | 8.5 | 14.3 | 31.7 | 266.6 | 25.3 | -10.7 | -83.2 | -19.4 | 55.2 | -17.1 | 2.2 | 149.5 | -2.8 | -58.9 | 450.0 | 0.0 |
| Sharpe Ratio | NA | -1.23 | -0.36 | 1.34 | 0.09 | 0.09 | 0.15 | 0.74 | 3.37 | 0.35 | -0.2 | -0.63 | -0.28 | 1.1 | -0.27 | 0.02 | 1.41 | -0.05 | -0.59 | 4.54 | 0.0 |
| Draw Down(%) | NA | 41.2 | 46.5 | 46.5 | 80.4 | 90.5 | 90.5 | 18.5 | 26.2 | 42.4 | 30.4 | 84.1 | 60.5 | 27.5 | 54.3 | 62.5 | 42.9 | 41.6 | 78.7 | 39.0 | 70.6 |
| Standard Deviation(%) | NA | 48.6 | 41.7 | 62.0 | 80.0 | 75.3 | 87.8 | 40.0 | 78.2 | 61.2 | 59.2 | 148.1 | 69.4 | 48.8 | 68.1 | 83.0 | 104.9 | 57.2 | 100.3 | 99.1 | 226.1 |
| Treynor Ratio | NA | -2.46 | -0.77 | 1.39 | 0.28 | 0.19 | 0.47 | 1.39 | 1.53 | 3.58 | -3641.77 | 21.46 | -0.3 | 6.52 | -2.25 | 0.3 | -4.91 | 0.08 | -1.48 | -7.72 | 0.0 |
| Alpha | NA | -0.32 | -0.05 | 0.28 | 0.13 | 0.12 | 0.18 | 0.12 | 0.52 | 0.14 | 0.02 | -0.68 | -0.05 | 0.21 | 0.01 | 0.14 | 0.61 | 0.06 | -0.2 | 0.96 | 0.84 |
| Beta | NA | 0.24 | 0.2 | 0.6 | 0.25 | 0.35 | 0.28 | 0.21 | 1.72 | 0.06 | 0.0 | -0.04 | 0.65 | 0.08 | 0.08 | 0.05 | -0.3 | -0.34 | 0.4 | -0.58 | 1.24 |
| RSquared | NA | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.05 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/2003
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