Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMO (Fiduciary/Claymore Energy Infrastructure Fund) | NA | 0.00% | 18.05% | -22.95% | -18.39% | -10.66% | NA | … | … |
Data as of 06/27/2023, Common starting date is 12/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMO (Fiduciary/Claymore Energy Infrastructure Fund) | 12/23/2004 | 06/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 18.05 | -22.95 | -18.39 | -10.66 | NA | … | … | 0.00 | 21.80 | 101.66 | -84.37 | -8.54 | -30.42 | -9.40 | 18.02 | -49.29 | 3.89 | 18.46 | 2.78 | 0.54 | 22.31 | 47.22 | -39.49 | -6.95 | 33.05 | -12.77 | 0.05 |
| Sharpe Ratio | NA | 0.00 | 0.44 | -0.44 | -0.43 | NA | NA | … | … | 0.00 | 1.76 | 2.94 | -0.75 | -0.44 | -1.07 | -0.44 | 0.44 | -1.41 | 0.20 | 0.94 | 0.18 | 0.02 | 1.04 | 0.93 | -0.60 | -0.40 | 1.84 | -0.93 | NA |
| Standard Deviation(%) | NA | 0.33 | 36.65 | 55.29 | 44.25 | NA | NA | … | … | NA | 11.62 | 34.54 | 113.38 | 22.52 | 29.69 | 22.63 | 39.87 | 34.90 | 19.44 | 19.56 | 15.45 | 28.23 | 21.47 | 50.72 | 67.12 | 25.08 | 16.26 | 16.10 | NA |
| Draw Down(%) | NA | 0.00 | 41.89 | 94.41 | 97.19 | NA | NA | … | … | 0.00 | 6.85 | 28.85 | 91.64 | 35.19 | 43.53 | 37.92 | 37.30 | 59.64 | 18.12 | 15.49 | 13.92 | 29.81 | 14.35 | 26.75 | 58.73 | 21.39 | 6.57 | 18.72 | NA |
| Yield(%) | 0.00 | 0.00 | 6.21 | 1.37 | 0.98 | 1.31 | 1.23 | … | … | 0.00 | 2.23 | 16.61 | 2.11 | 2.84 | 2.55 | 2.26 | 2.54 | 1.62 | 1.32 | 1.45 | 1.39 | 1.31 | 1.48 | 2.11 | 1.37 | 1.23 | 1.39 | 0.93 | 0.00 |
Data as of 06/27/2023, Common starting date is 12/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMO (Fiduciary/Claymore Energy Infrastructure Fund) |
-55.57%
Mar 2017 – Mar 2020 |
-43.94%
Mar 2015 – Mar 2020 |
-23.51%
Dec 2010 – Dec 2020 |
-15.22%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMO (Fiduciary/Claymore Energy Infrastructure Fund) |
33.62%
Mar 2020 – Mar 2023 |
18.78%
Nov 2008 – Nov 2013 |
4.25%
Mar 2005 – Mar 2015 |
-4.64%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison Chart