Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FJRXZX | NA | 38.06% | NA | NA | NA | NA | NA | … | … |
Data as of 08/29/2024, Common starting date is 08/31/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FJRXZX | 08/31/2022 | 08/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 38.06 | NA | NA | NA | NA | NA | … | … | 23.52 | 56.42 | -4.49 |
| Sharpe Ratio | NA | 1.42 | NA | NA | NA | NA | NA | … | … | 1.26 | 2.44 | -0.42 |
| Standard Deviation(%) | NA | 24.15 | NA | NA | NA | NA | NA | … | … | 26.79 | 21.56 | 36.54 |
| Draw Down(%) | NA | 17.75 | NA | NA | NA | NA | NA | … | … | 17.75 | 11.72 | 18.15 |
| Yield(%) | 0.00 | 0.39 | 0.38 | 0.23 | 0.12 | 0.08 | 0.06 | … | … | 0.36 | 0.49 | 0.16 |
Data as of 08/29/2024, Common starting date is 08/31/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FJRXZX (FJRXZX) |
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 |
|---|---|---|---|---|
| FJRXZX (FJRXZX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
