Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBCJX | 13.47% | 39.49% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBCJX | 10/11/2024 | 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 (%) | -4.27 | 39.49 | NA | NA | NA | NA | NA | … | … | 13.47 | 22.31 | 7.91 |
| Sharpe Ratio | NA | 2.14 | NA | NA | NA | NA | NA | … | … | 1.59 | 0.74 | 2.08 |
| Standard Deviation(%) | NA | 18.05 | NA | NA | NA | NA | NA | … | … | 20.12 | 26.46 | 18.54 |
| Draw Down(%) | NA | 12.66 | NA | NA | NA | NA | NA | … | … | 12.66 | 27.08 | 4.06 |
| Yield(%) | 0.00 | 4.50 | 2.24 | 1.34 | 0.67 | 0.45 | 0.34 | … | … | 0.00 | 4.46 | 1.97 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| FBCJX (FBCJX) |
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 |
|---|---|---|---|---|
| FBCJX (FBCJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart