Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBEREX | NA | 35.07% | 2.34% | 4.11% | NA | NA | NA | … | … |
Data as of 11/11/2024, Common starting date is 11/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBEREX | 11/13/2014 | 11/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.66 | 35.07 | 2.34 | 4.11 | NA | NA | NA | … | … | 22.31 | 3.03 | -19.68 | 21.84 | -3.51 | 12.22 | -12.56 | 4.69 | 28.35 | -17.40 | -1.87 |
| Sharpe Ratio | NA | 2.60 | -0.09 | 0.08 | 0.05 | NA | NA | … | … | 1.77 | -0.10 | -0.90 | 1.98 | -0.10 | 1.15 | -1.01 | 0.54 | 1.48 | -1.05 | -1.03 |
| Standard Deviation(%) | NA | 10.82 | 16.78 | 21.21 | 18.00 | NA | NA | … | … | 10.86 | 12.81 | 23.55 | 11.03 | 36.39 | 9.41 | 13.77 | 7.56 | 19.06 | 16.55 | 13.40 |
| Draw Down(%) | NA | 6.67 | 30.66 | 36.81 | 39.93 | NA | NA | … | … | 6.67 | 12.99 | 23.84 | 5.31 | 36.81 | 6.08 | 20.78 | 5.43 | 12.04 | 24.15 | 7.35 |
| Yield(%) | 0.00 | 3.55 | 1.85 | 1.26 | 0.66 | 0.44 | 0.33 | … | … | 3.19 | 3.12 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/11/2024, Common starting date is 11/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBEREX (FBEREX) |
-8.59%
Mar 2017 – Mar 2020 |
-3.13%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBEREX (FBEREX) |
11.08%
Sep 2015 – Sep 2018 |
6.00%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart