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
FFZZLX NA 24.93% NA NA NA NA NA
Data as of 10/17/2024, Common starting date is 10/18/2022
More Performance Analytics Comparison
Name Start Date End Date
FFZZLX 10/18/2022 10/17/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) 0.55 24.93 NA NA NA NA NA 14.14 10.13 5.19
Sharpe Ratio NA 1.81 NA NA NA NA NA 1.16 0.48 1.65
Standard Deviation(%) NA 10.09 NA NA NA NA NA 9.34 12.32 15.47
Draw Down(%) NA 5.50 NA NA NA NA NA 5.50 12.67 4.11
Yield(%) 0.00 7.20 4.38 2.63 1.31 0.88 0.66 5.42 5.93 1.12
Data as of 10/17/2024, Common starting date is 10/18/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FFZZLX (FFZZLX) 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
FFZZLX (FFZZLX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return