Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOTDX | 22.62% | 52.10% | NA | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOTDX | 10/11/2024 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.42 | 52.10 | NA | NA | NA | NA | NA | … | … | 22.62 | 21.84 | 6.79 |
| Sharpe Ratio | NA | 2.72 | NA | NA | NA | NA | NA | … | … | 2.56 | 0.79 | 1.82 |
| Standard Deviation(%) | NA | 18.56 | NA | NA | NA | NA | NA | … | … | 21.87 | 24.05 | 17.54 |
| Draw Down(%) | NA | 11.32 | NA | NA | NA | NA | NA | … | … | 11.32 | 24.88 | 3.91 |
| Yield(%) | 0.00 | 8.97 | 4.19 | 2.51 | 1.26 | 0.84 | 0.63 | … | … | 0.00 | 8.79 | 3.45 |
Data as of 06/11/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOTDX (FOTDX) |
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 |
|---|---|---|---|---|
| FOTDX (FOTDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart