Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBCHX | 13.06% | 37.05% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBCHX | 10/11/2024 | 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 (%) | -2.67 | 37.05 | NA | NA | NA | NA | NA | … | … | 13.06 | 18.66 | 6.78 |
| Sharpe Ratio | NA | 1.92 | NA | NA | NA | NA | NA | … | … | 1.52 | 0.60 | 1.75 |
| Standard Deviation(%) | NA | 17.94 | NA | NA | NA | NA | NA | … | … | 20.12 | 26.38 | 18.21 |
| Draw Down(%) | NA | 12.84 | NA | NA | NA | NA | NA | … | … | 12.84 | 27.24 | 4.08 |
| Yield(%) | 0.00 | 2.29 | 1.14 | 0.68 | 0.34 | 0.23 | 0.17 | … | … | 0.00 | 2.23 | 1.04 |
Data as of 06/05/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCHX (FBCHX) |
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 |
|---|---|---|---|---|
| FBCHX (FBCHX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart