Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPAG (FPA Global Equity ETF) | 7.84% | 22.52% | 20.68% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPAG (FPA Global Equity ETF) | 12/17/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | 22.52 | 20.68 | NA | NA | NA | NA | … | … | 7.84 | 25.17 | 15.64 | 29.56 | -17.87 | 2.93 |
| Sharpe Ratio | NA | 1.36 | 1.09 | NA | NA | NA | NA | … | … | 0.77 | 1.18 | 0.84 | 1.73 | -0.71 | 9.84 |
| Standard Deviation(%) | NA | 14.87 | 16.29 | NA | NA | NA | NA | … | … | 17.37 | 19.02 | 14.24 | 15.14 | 27.36 | 12.62 |
| Draw Down(%) | NA | 12.14 | 18.06 | NA | NA | NA | NA | … | … | 12.14 | 18.06 | 8.24 | 11.85 | 28.43 | 0.88 |
| Yield(%) | 0.00 | 1.69 | 2.15 | 1.46 | 0.73 | 0.49 | 0.36 | … | … | 0.00 | 2.44 | 1.63 | 1.90 | 0.98 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPAG (FPA Global Equity ETF) |
9.05%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| FPAG (FPA Global Equity ETF) |
26.14%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart