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
FIOPX 1.73% NA NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 02/19/2026
More Performance Analytics Comparison
Name Start Date End Date
FIOPX 02/19/2026 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -0.08 NA NA NA NA NA NA 1.73
Sharpe Ratio NA NA NA NA NA NA NA 0.05
Standard Deviation(%) NA NA NA NA NA NA NA 11.15
Draw Down(%) NA NA NA NA NA NA NA 6.48
Yield(%) 0.00 0.75 0.25 0.15 0.07 0.05 0.04 0.75
Data as of 06/11/2026, Common starting date is 02/19/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FIOPX (FIOPX) 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
FIOPX (FIOPX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return