Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGSLX | 9.21% | 12.69% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGSLX | 10/11/2024 | 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 (%) | -2.46 | 12.69 | NA | NA | NA | NA | NA | … | … | 9.21 | 12.70 | 3.37 |
| Sharpe Ratio | NA | 0.50 | NA | NA | NA | NA | NA | … | … | 0.77 | 0.37 | 0.38 |
| Standard Deviation(%) | NA | 20.16 | NA | NA | NA | NA | NA | … | … | 24.29 | 26.36 | 34.39 |
| Draw Down(%) | NA | 12.90 | NA | NA | NA | NA | NA | … | … | 12.49 | 26.04 | 10.38 |
| Yield(%) | 0.00 | 9.37 | 5.80 | 3.48 | 1.74 | 1.16 | 0.87 | … | … | 0.00 | 10.15 | 7.57 |
Data as of 06/09/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGSLX (FGSLX) |
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 |
|---|---|---|---|---|
| FGSLX (FGSLX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart