Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIYVZX | NA | 15.50% | NA | NA | NA | NA | NA | … | … |
Data as of 07/12/2024, Common starting date is 09/20/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIYVZX | 09/20/2022 | 07/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | 15.50 | NA | NA | NA | NA | NA | … | … | 8.58 | 14.33 | -2.81 |
| Sharpe Ratio | NA | 1.38 | NA | NA | NA | NA | NA | … | … | 1.90 | 0.95 | -0.67 |
| Standard Deviation(%) | NA | 8.45 | NA | NA | NA | NA | NA | … | … | 6.94 | 10.66 | 18.34 |
| Draw Down(%) | NA | 8.55 | NA | NA | NA | NA | NA | … | … | 4.60 | 10.34 | 9.76 |
| Yield(%) | 0.85 | 9.71 | 5.71 | 3.42 | 1.71 | 1.14 | 0.86 | … | … | 5.98 | 8.84 | 2.75 |
Data as of 07/12/2024, Common starting date is 09/20/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIYVZX (FIYVZX) |
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 |
|---|---|---|---|---|
| FIYVZX (FIYVZX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart