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
FLPDX 10.66% 20.43% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
Name Start Date End Date
FLPDX 10/11/2024 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 (%) 0.64 20.43 NA NA NA NA NA 10.66 14.07 -4.22
Sharpe Ratio NA 1.40 NA NA NA NA NA 1.39 0.67 -1.69
Standard Deviation(%) NA 12.64 NA NA NA NA NA 13.33 16.75 12.44
Draw Down(%) NA 8.89 NA NA NA NA NA 8.89 15.96 7.12
Yield(%) 0.00 12.71 5.46 3.28 1.64 1.09 0.82 0.00 13.38 4.14
Data as of 06/11/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FLPDX (FLPDX) 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
FLPDX (FLPDX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return