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
FGSN -0.36% -1.29% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 01/22/2025
More Performance Analytics Comparison
Name Start Date End Date
FGSN 01/22/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.69 -1.29 NA NA NA NA NA -0.36 -3.98
Sharpe Ratio NA -0.24 NA NA NA NA NA -0.16 -0.62
Standard Deviation(%) NA 13.66 NA NA NA NA NA 17.07 11.35
Draw Down(%) NA 17.85 NA NA NA NA NA 13.18 8.66
Yield(%) 0.00 7.70 3.07 1.84 0.92 0.61 0.46 2.04 7.37
Data as of 06/09/2026, Common starting date is 01/22/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGSN (FGSN) 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
FGSN (FGSN) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return