Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIKQMX | NA | 18.33% | NA | NA | NA | NA | NA | … | … |
Data as of 09/30/2024, Common starting date is 10/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIKQMX | 10/01/2021 | 09/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 18.33 | NA | NA | NA | NA | NA | … | … | 8.66 | 13.96 | 3.37 | 2.23 |
| Sharpe Ratio | NA | 0.67 | 0.28 | NA | NA | NA | NA | … | … | 0.36 | 0.52 | 0.07 | 0.44 |
| Standard Deviation(%) | NA | 15.94 | 21.32 | NA | NA | NA | NA | … | … | 15.24 | 18.69 | 27.05 | 20.91 |
| Draw Down(%) | NA | 11.14 | 25.20 | NA | NA | NA | NA | … | … | 11.14 | 16.29 | 25.20 | 9.59 |
| Yield(%) | 0.00 | 1.93 | 3.36 | 2.02 | 1.01 | 0.67 | 0.50 | … | … | 1.77 | 1.78 | 5.28 | 0.92 |
Data as of 09/30/2024, Common starting date is 10/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKQMX (FIKQMX) |
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 |
|---|---|---|---|---|
| FIKQMX (FIKQMX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart