Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMCVGX | -0.05% | 6.76% | 0.54% | 51.96% | 0.86% | -0.56% | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/20/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMCVGX | 10/20/2009 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 6.76 | 0.54 | 51.96 | 0.86 | -0.56 | NA | … | … | -0.05 | -4.76 | -0.27 | 9.60 | -25.07 | 920.78 | -37.15 | -54.02 | -2.86 | -34.19 | -33.15 | -6.78 | -0.09 | -5.51 | 0.53 | 6.92 | -0.56 | -0.97 |
| Sharpe Ratio | NA | 0.72 | -0.26 | 0.47 | -0.01 | NA | NA | … | … | -0.28 | -0.66 | -0.76 | 0.51 | -2.17 | 3.86 | -1.04 | -1.57 | -10.68 | -1.69 | -2.18 | -1.64 | -0.11 | -2.04 | 0.21 | 2.43 | -0.20 | -1.22 |
| Standard Deviation(%) | NA | 6.02 | 10.08 | 105.93 | 77.22 | NA | NA | … | … | 6.78 | 11.75 | 9.08 | 10.61 | 12.26 | 238.71 | 35.79 | 35.32 | 0.39 | 20.63 | 15.29 | 4.15 | 0.95 | 2.72 | 2.30 | 2.84 | 3.31 | 3.97 |
| Draw Down(%) | NA | 5.26 | 17.51 | 32.68 | 87.54 | NA | NA | … | … | 5.26 | 13.04 | 7.13 | 16.96 | 32.22 | 2.51 | 40.10 | 54.04 | 2.88 | 34.22 | 33.39 | 7.36 | 1.35 | 6.03 | 2.86 | 2.99 | 7.43 | 1.88 |
| Yield(%) | 0.00 | 0.00 | 1.58 | 16.12 | 1.08 | 0.61 | 0.46 | … | … | 0.00 | 0.00 | 3.08 | 3.15 | 2.62 | 6.32 | 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 06/11/2026, Common starting date is 10/20/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCVGX (FMCVGX) |
-40.98%
May 2017 – May 2020 |
-34.78%
May 2015 – May 2020 |
-19.88%
Aug 2010 – Aug 2020 |
-1.30%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCVGX (FMCVGX) |
104.61%
Aug 2021 – Aug 2024 |
52.53%
Feb 2021 – Feb 2026 |
1.27%
Nov 2011 – Nov 2021 |
0.13%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart