Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FATQX | 2.74% | 8.69% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FATQX | 08/27/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | 8.69 | NA | NA | NA | NA | NA | … | … | 2.74 | 9.26 | -0.65 |
| Sharpe Ratio | NA | 1.44 | NA | NA | NA | NA | NA | … | … | 0.75 | 1.56 | -1.36 |
| Standard Deviation(%) | NA | 4.19 | NA | NA | NA | NA | NA | … | … | 5.32 | 4.11 | 3.75 |
| Draw Down(%) | NA | 3.33 | NA | NA | NA | NA | NA | … | … | 3.33 | 3.02 | 2.07 |
| Yield(%) | 0.00 | 3.48 | 2.01 | 1.20 | 0.60 | 0.40 | 0.30 | … | … | 0.62 | 3.69 | 1.78 |
Data as of 06/05/2026, Common starting date is 08/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATQX (FATQX) |
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 |
|---|---|---|---|---|
| FATQX (FATQX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart