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
FOXNZX NA 25.33% NA NA NA NA NA
Data as of 10/14/2024, Common starting date is 10/13/2022
More Performance Analytics Comparison
Name Start Date End Date
FOXNZX 10/13/2022 10/14/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) 1.08 25.33 NA NA NA NA NA 15.97 7.75 6.61
Sharpe Ratio NA 2.20 NA NA NA NA NA 1.59 0.39 2.13
Standard Deviation(%) NA 8.77 NA NA NA NA NA 8.49 9.03 15.02
Draw Down(%) NA 3.97 NA NA NA NA NA 3.88 8.85 4.18
Yield(%) 0.00 3.91 2.66 1.60 0.80 0.53 0.40 3.29 3.35 0.83
Data as of 10/14/2024, Common starting date is 10/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FOXNZX (FOXNZX) 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
FOXNZX (FOXNZX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return