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
FONKFX NA 8.54% NA NA NA NA NA
Data as of 03/10/2022, Common starting date is 03/11/2020
More Performance Analytics Comparison
Name Start Date End Date
FONKFX 03/11/2020 03/10/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020
Annualized Return (%) 0.22 8.54 NA NA NA NA NA 2.52 20.26 14.48
Sharpe Ratio NA 0.57 NA NA NA NA NA 0.85 1.35 0.42
Standard Deviation(%) NA 14.85 NA NA NA NA NA 16.52 14.99 42.84
Draw Down(%) NA 9.19 NA NA NA NA NA 6.96 9.19 28.23
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/10/2022, Common starting date is 03/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FONKFX (FONKFX) 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
FONKFX (FONKFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return