Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FAUPMX NA 19.45% NA NA NA NA NA
Data as of 11/04/2021, Common starting date is 08/05/2020
More Performance Analytics Comparison
Name Start Date End Date
FAUPMX 08/05/2020 11/04/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 0.22 19.45 NA NA NA NA NA 10.64 7.72
Sharpe Ratio NA 1.08 NA NA NA NA NA 0.69 0.90
Standard Deviation(%) NA 18.06 NA NA NA NA NA 18.50 22.15
Draw Down(%) NA 15.62 NA NA NA NA NA 15.62 9.55
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/04/2021, Common starting date is 08/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FAUPMX (FAUPMX) 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
FAUPMX (FAUPMX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return