Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDAIDX | NA | 22.47% | NA | NA | NA | NA | NA | … | … |
Data as of 09/19/2024, Common starting date is 09/20/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDAIDX | 09/20/2022 | 09/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | 22.47 | NA | NA | NA | NA | NA | … | … | 18.84 | 5.52 | -1.92 |
| Sharpe Ratio | NA | 1.33 | NA | NA | NA | NA | NA | … | … | 2.00 | 0.09 | -0.39 |
| Standard Deviation(%) | NA | 13.16 | NA | NA | NA | NA | NA | … | … | 10.91 | 15.01 | 24.15 |
| Draw Down(%) | NA | 9.82 | NA | NA | NA | NA | NA | … | … | 5.77 | 17.19 | 9.48 |
| Yield(%) | 0.00 | 7.01 | 4.69 | 2.82 | 1.41 | 0.94 | 0.70 | … | … | 5.53 | 7.15 | 1.96 |
Data as of 09/19/2024, Common starting date is 09/20/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDAIDX (FDAIDX) |
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 |
|---|---|---|---|---|
| FDAIDX (FDAIDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart