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
FKUZFX NA 14.06% NA NA NA NA NA
Data as of 04/13/2022, Common starting date is 04/15/2020
More Performance Analytics Comparison
Name Start Date End Date
FKUZFX 04/15/2020 04/13/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020
Annualized Return (%) 0.88 14.06 NA NA NA NA NA 8.50 5.26 5.52
Sharpe Ratio NA 1.02 NA NA NA NA NA 2.25 0.39 0.42
Standard Deviation(%) NA 13.66 NA NA NA NA NA 14.79 13.31 18.19
Draw Down(%) NA 10.12 NA NA NA NA NA 4.92 9.97 10.89
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/13/2022, Common starting date is 04/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FKUZFX (FKUZFX) 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
FKUZFX (FKUZFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return