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
FGSI 2.84% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 06/27/2025
More Performance Analytics Comparison
Name Start Date End Date
FGSI 06/27/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.06 NA NA NA NA NA NA 2.84 4.59
Sharpe Ratio NA NA NA NA NA NA NA 0.43 0.61
Standard Deviation(%) NA NA NA NA NA NA NA 14.68 10.50
Draw Down(%) NA NA NA NA NA NA NA 8.22 6.76
Yield(%) 0.00 8.38 2.79 1.68 0.84 0.56 0.42 3.49 4.90
Data as of 06/10/2026, Common starting date is 06/27/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGSI (FGSI) 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
FGSI (FGSI) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return