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
FKWCHX NA 3.59% 5.72% NA NA NA NA
Data as of 04/07/2022, Common starting date is 07/09/2018
More Performance Analytics Comparison
Name Start Date End Date
FKWCHX 07/09/2018 04/07/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018
Annualized Return (%) -0.57 3.59 5.72 NA NA NA NA -2.10 4.70 1.97 25.84 -13.94
Sharpe Ratio NA 0.26 0.21 NA NA NA NA -0.49 0.25 0.05 1.73 -1.93
Standard Deviation(%) NA 13.68 25.55 NA NA NA NA 16.17 18.69 37.42 14.09 14.54
Draw Down(%) NA 7.42 39.91 NA NA NA NA 7.42 13.47 39.91 6.75 19.63
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/07/2022, Common starting date is 07/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FKWCHX (FKWCHX) 2.29%
Sep 2018 – Sep 2021
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
FKWCHX (FKWCHX) 10.34%
Dec 2018 – Dec 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return