Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FC (Franklin Covey Co.) | 46.54% | 6.50% | -11.26% | -4.58% | 4.87% | 8.04% | 6.09% | … | … |
Data as of 06/10/2026, Common starting date is 06/03/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FC (Franklin Covey Co.) | 06/03/1992 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.54 | 6.50 | -11.26 | -4.58 | 4.87 | 8.04 | 6.09 | … | … | 46.54 | -54.55 | -15.00 | -6.93 | 0.88 | 108.17 | -30.90 | 44.33 | 7.61 | 2.98 | 20.37 | -13.53 | -2.62 | 54.11 | 52.30 | -1.40 | 36.35 | 4.13 | -23.51 | 13.00 | 10.76 | 159.02 | -12.86 | 141.38 | -80.76 | -19.60 | 3.45 | -56.72 | -23.86 | 4.76 | 7.69 | -34.73 | -14.64 | 76.10 | 11.19 |
| Sharpe Ratio | NA | 0.08 | -0.34 | -0.17 | 0.06 | NA | NA | … | … | 1.73 | -1.11 | -0.63 | -0.27 | -0.01 | 3.21 | -0.44 | 0.77 | -0.37 | -0.42 | -0.41 | -0.87 | -0.86 | 1.27 | 0.88 | -0.31 | 0.37 | -0.25 | -0.73 | -0.25 | -0.28 | 2.29 | -0.55 | 1.27 | -0.96 | -0.57 | -1.25 | -0.68 | 0.35 | -1.35 | 0.27 | -2.83 | -0.42 | 2.76 | 0.48 |
| Standard Deviation(%) | NA | 57.98 | 48.79 | 45.08 | 44.28 | NA | NA | … | … | 72.99 | 52.37 | 34.59 | 41.03 | 40.64 | 33.73 | 69.96 | 27.47 | 37.27 | 38.45 | 33.51 | 36.74 | 24.49 | 28.03 | 38.95 | 64.75 | 47.99 | 58.63 | 59.08 | 35.67 | 41.52 | 60.26 | 58.64 | 95.80 | 105.10 | 72.85 | 52.09 | 46.89 | 26.72 | 31.05 | 35.54 | 34.19 | 30.83 | 27.39 | 41.20 |
| Draw Down(%) | NA | 52.25 | 76.14 | 78.56 | 78.56 | NA | NA | … | … | 45.20 | 63.41 | 22.05 | 28.88 | 32.14 | 15.24 | 62.98 | 18.78 | 32.32 | 22.38 | 23.38 | 32.09 | 18.91 | 11.07 | 17.58 | 44.89 | 31.89 | 44.13 | 54.16 | 27.47 | 48.66 | 19.75 | 43.84 | 49.23 | 85.25 | 76.67 | 37.72 | 65.60 | 36.17 | 25.88 | 39.04 | 49.65 | 30.96 | 12.50 | 25.48 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/03/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FC (Franklin Covey Co.) |
-53.91%
Mar 2000 – Mar 2003 |
-50.67%
Mar 1998 – Mar 2003 |
-29.60%
Mar 1993 – Mar 2003 |
-13.64%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FC (Franklin Covey Co.) |
122.68%
Mar 2003 – Mar 2006 |
60.24%
Mar 2003 – Mar 2008 |
35.24%
Mar 2003 – Mar 2013 |
27.42%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart