Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBCCX | 13.34% | 36.35% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/14/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBCCX | 10/14/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.28 | 36.35 | NA | NA | NA | NA | NA | … | … | 13.34 | 19.55 | 6.05 |
| Sharpe Ratio | NA | 1.97 | NA | NA | NA | NA | NA | … | … | 1.57 | 0.63 | 1.55 |
| Standard Deviation(%) | NA | 17.94 | NA | NA | NA | NA | NA | … | … | 20.12 | 26.38 | 18.32 |
| Draw Down(%) | NA | 12.70 | NA | NA | NA | NA | NA | … | … | 12.70 | 27.12 | 4.07 |
| Yield(%) | 0.00 | 2.25 | 1.14 | 0.68 | 0.34 | 0.23 | 0.17 | … | … | 0.00 | 2.23 | 1.07 |
Data as of 06/09/2026, Common starting date is 10/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCCX (FBCCX) |
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 |
|---|---|---|---|---|
| FBCCX (FBCCX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart