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
FONQLX NA 37.05% NA NA NA NA NA
Data as of 08/17/2021, Common starting date is 05/18/2020
More Performance Analytics Comparison
Name Start Date End Date
FONQLX 05/18/2020 08/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) -1.79 37.05 NA NA NA NA NA 7.64 49.70
Sharpe Ratio NA 1.80 NA NA NA NA NA 0.60 3.97
Standard Deviation(%) NA 20.78 NA NA NA NA NA 20.91 22.72
Draw Down(%) NA 9.85 NA NA NA NA NA 9.85 8.72
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/17/2021, Common starting date is 05/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FONQLX (FONQLX) 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
FONQLX (FONQLX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return