Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FODXLX | NA | 20.32% | NA | NA | NA | NA | NA | … | … |
Data as of 09/06/2024, Common starting date is 09/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FODXLX | 09/09/2022 | 09/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.99 | 20.32 | NA | NA | NA | NA | NA | … | … | 10.17 | 25.06 | 0.94 |
| Sharpe Ratio | NA | 0.81 | NA | NA | NA | NA | NA | … | … | 0.56 | 1.02 | 0.01 |
| Standard Deviation(%) | NA | 20.20 | NA | NA | NA | NA | NA | … | … | 20.31 | 20.69 | 28.71 |
| Draw Down(%) | NA | 10.07 | NA | NA | NA | NA | NA | … | … | 10.07 | 14.43 | 11.95 |
| Yield(%) | 0.00 | 5.84 | 2.65 | 1.59 | 0.80 | 0.53 | 0.40 | … | … | 5.39 | 1.04 | 0.25 |
Data as of 09/06/2024, Common starting date is 09/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FODXLX (FODXLX) |
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 |
|---|---|---|---|---|
| FODXLX (FODXLX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart