Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOTRF | NA | 3.69% | 1.83% | 1.87% | -0.82% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/16/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOTRF | 12/16/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2020 | 2019 | 2018 | 2017 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.69 | 1.83 | 1.87 | -0.82 | NA | NA | … | … | 1.83 | 3.69 | 3.97 | 0.00 | 0.00 | 0.00 | -191.95 |
| Sharpe Ratio | NA | 0.25 | -0.43 | -0.13 | -0.25 | NA | NA | … | … | -0.24 | -0.60 | 1.35 | 0.00 | 0.00 | 0.00 | NA |
| Standard Deviation(%) | NA | 2.57 | 2.48 | 2.47 | 9.16 | NA | NA | … | … | 2.12 | 2.76 | 2.74 | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 17.74 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 191.95 |
| Yield(%) | 0.00 | 2.15 | 1.32 | 1.55 | 0.80 | 27.87 | 20.90 | … | … | 1.79 | 3.59 | 3.85 | 0.00 | 0.00 | 0.00 | 208.75 |
Data as of 09/26/2025, Common starting date is 12/16/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOTRF (FOTRF) |
-4.47%
Jun 2018 – Jun 2021 |
-1.64%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOTRF (FOTRF) |
3.82%
Jun 2022 – Jun 2025 |
-1.64%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart