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
FOTGX 22.19% 50.97% 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
FOTGX 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 (%) -4.47 50.97 NA NA NA NA NA 22.19 20.97 6.59
Sharpe Ratio NA 2.66 NA NA NA NA NA 2.50 0.76 1.76
Standard Deviation(%) NA 18.58 NA NA NA NA NA 21.86 24.06 17.49
Draw Down(%) NA 11.41 NA NA NA NA NA 11.41 25.00 3.90
Yield(%) 0.00 8.99 4.08 2.45 1.23 0.82 0.61 0.00 8.78 3.14
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
FOTGX (FOTGX) 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
FOTGX (FOTGX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return