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
FLENX 19.13% 37.51% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 10/25/2024
More Performance Analytics Comparison
Name Start Date End Date
FLENX 10/25/2024 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -2.99 37.51 NA NA NA NA NA 19.13 20.32 1.23
Sharpe Ratio NA 1.58 NA NA NA NA NA 1.67 0.61 0.07
Standard Deviation(%) NA 21.42 NA NA NA NA NA 25.29 28.50 54.68
Draw Down(%) NA 13.05 NA NA NA NA NA 13.05 28.54 14.15
Yield(%) 0.00 5.22 2.79 1.68 0.84 0.56 0.42 0.00 5.39 3.04
Data as of 06/11/2026, Common starting date is 10/25/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLENX (FLENX) 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
FLENX (FLENX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return