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
FPEOOX -1.05% 1.30% 1.60% NA NA NA NA
Data as of 06/10/2026, Common starting date is 03/03/2022
More Performance Analytics Comparison
Name Start Date End Date
FPEOOX 03/03/2022 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -0.15 1.30 1.60 NA NA NA NA -1.05 3.72 -2.77 6.96 -9.53
Sharpe Ratio NA -0.71 -0.33 NA NA NA NA -2.34 0.30 -1.34 0.47 -1.80
Standard Deviation(%) NA 2.18 4.98 NA NA NA NA 2.18 2.91 7.01 5.81 7.23
Draw Down(%) NA 1.75 8.71 NA NA NA NA 1.75 2.11 8.20 3.57 14.32
Yield(%) 0.00 0.00 5.40 3.92 1.96 1.31 0.98 0.00 0.00 14.32 2.88 4.31
Data as of 06/10/2026, Common starting date is 03/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FPEOOX (FPEOOX) 0.85%
May 2022 – May 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
FPEOOX (FPEOOX) 3.85%
Oct 2022 – Oct 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return