Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FCRQF NA 6.79% 6.45% 4.80% 3.48% NA NA
Data as of 04/08/2026, Common starting date is 05/08/2013
More Performance Analytics Comparison
Name Start Date End Date
FCRQF 05/08/2013 04/08/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 6.79 6.45 4.80 3.48 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 6.47 6.15 4.61 3.37 2.18 1.63
Data as of 04/08/2026, Common starting date is 05/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCRQF (FCRQF) 0.70%
Oct 2016 – Oct 2019
1.71%
Jun 2015 – Jun 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCRQF (FCRQF) 6.45%
Oct 2022 – Oct 2025
5.80%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return