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
FNKRHX NA 12.86% NA NA NA NA NA
Data as of 09/12/2024, Common starting date is 09/13/2022
More Performance Analytics Comparison
Name Start Date End Date
FNKRHX 09/13/2022 09/12/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) -0.10 12.86 NA NA NA NA NA 7.37 5.42 2.64
Sharpe Ratio NA 1.22 NA NA NA NA NA 1.00 0.16 0.53
Standard Deviation(%) NA 6.89 NA NA NA NA NA 6.19 7.34 12.03
Draw Down(%) NA 6.41 NA NA NA NA NA 3.22 9.60 5.31
Yield(%) 0.00 2.58 1.62 0.97 0.49 0.32 0.24 1.97 2.00 0.75
Data as of 09/12/2024, Common starting date is 09/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FNKRHX (FNKRHX) 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
FNKRHX (FNKRHX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return