Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FENEVX | NA | 47.05% | NA | NA | NA | NA | NA | … | … |
Data as of 10/10/2024, Common starting date is 10/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FENEVX | 10/12/2022 | 10/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.61 | 47.05 | NA | NA | NA | NA | NA | … | … | 30.29 | 33.99 | 10.46 |
| Sharpe Ratio | NA | 1.96 | NA | NA | NA | NA | NA | … | … | 1.54 | 1.71 | 1.77 |
| Standard Deviation(%) | NA | 20.70 | NA | NA | NA | NA | NA | … | … | 21.69 | 17.56 | 31.03 |
| Draw Down(%) | NA | 14.16 | NA | NA | NA | NA | NA | … | … | 14.16 | 12.28 | 9.63 |
| Yield(%) | 0.00 | 6.22 | 3.40 | 2.04 | 1.02 | 0.68 | 0.51 | … | … | 1.38 | 7.16 | 0.43 |
Data as of 10/10/2024, Common starting date is 10/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FENEVX (FENEVX) |
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 |
|---|---|---|---|---|
| FENEVX (FENEVX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart