Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDJZGX | NA | 20.67% | 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 |
|---|---|---|
| FDJZGX | 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 (%) | 1.81 | 20.67 | NA | NA | NA | NA | NA | … | … | 17.14 | 5.92 | -2.44 |
| Sharpe Ratio | NA | 1.12 | NA | NA | NA | NA | NA | … | … | 1.62 | 0.11 | -0.45 |
| Standard Deviation(%) | NA | 13.95 | NA | NA | NA | NA | NA | … | … | 11.93 | 15.26 | 24.69 |
| Draw Down(%) | NA | 9.27 | NA | NA | NA | NA | NA | … | … | 6.66 | 15.92 | 9.18 |
| Yield(%) | 0.00 | 6.88 | 4.54 | 2.72 | 1.36 | 0.91 | 0.68 | … | … | 5.42 | 7.07 | 1.68 |
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 |
|---|---|---|---|---|
| FDJZGX (FDJZGX) |
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 |
|---|---|---|---|---|
| FDJZGX (FDJZGX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart