Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMCWX | 17.69% | 31.60% | 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 |
|---|---|---|
| FMCWX | 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 (%) | -0.68 | 31.60 | NA | NA | NA | NA | NA | … | … | 17.69 | 11.87 | -0.48 |
| Sharpe Ratio | NA | 1.69 | NA | NA | NA | NA | NA | … | … | 2.01 | 0.45 | -0.36 |
| Standard Deviation(%) | NA | 15.82 | NA | NA | NA | NA | NA | … | … | 18.44 | 19.93 | 15.01 |
| Draw Down(%) | NA | 8.54 | NA | NA | NA | NA | NA | … | … | 8.54 | 21.51 | 7.30 |
| Yield(%) | 0.00 | 2.23 | 2.00 | 1.20 | 0.60 | 0.40 | 0.30 | … | … | 0.00 | 2.24 | 3.85 |
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 |
|---|---|---|---|---|
| FMCWX (FMCWX) |
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 |
|---|---|---|---|---|
| FMCWX (FMCWX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart