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
FDTSGX NA 24.70% NA NA NA NA NA
Data as of 10/14/2021, Common starting date is 07/10/2020
More Performance Analytics Comparison
Name Start Date End Date
FDTSGX 07/10/2020 10/14/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.71 24.70 NA NA NA NA NA 15.45 16.89
Sharpe Ratio NA 1.85 NA NA NA NA NA 1.53 2.46
Standard Deviation(%) NA 13.37 NA NA NA NA NA 13.10 15.61
Draw Down(%) NA 6.01 NA NA NA NA NA 4.79 7.38
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/14/2021, Common starting date is 07/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FDTSGX (FDTSGX) 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
FDTSGX (FDTSGX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return