Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGEJX | 8.85% | 21.65% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/25/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGEJX | 10/25/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.77 | 21.65 | NA | NA | NA | NA | NA | … | … | 8.85 | 25.90 | -1.73 |
| Sharpe Ratio | NA | 1.68 | NA | NA | NA | NA | NA | … | … | 1.37 | 1.60 | -1.24 |
| Standard Deviation(%) | NA | 11.47 | NA | NA | NA | NA | NA | … | … | 14.28 | 14.43 | 10.06 |
| Draw Down(%) | NA | 8.69 | NA | NA | NA | NA | NA | … | … | 8.69 | 12.28 | 4.74 |
| Yield(%) | 0.00 | 2.07 | 1.11 | 0.66 | 0.33 | 0.22 | 0.17 | … | … | 0.00 | 2.47 | 0.92 |
Data as of 06/09/2026, Common starting date is 10/25/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGEJX (FGEJX) |
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 |
|---|---|---|---|---|
| FGEJX (FGEJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart