Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPHLIX | NA | 25.44% | NA | NA | NA | NA | NA | … | … |
Data as of 10/17/2024, Common starting date is 10/19/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPHLIX | 10/19/2022 | 10/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.17 | 25.44 | NA | NA | NA | NA | NA | … | … | 16.86 | 1.43 | 6.86 |
| Sharpe Ratio | NA | 1.30 | NA | NA | NA | NA | NA | … | … | 1.07 | -0.17 | 1.68 |
| Standard Deviation(%) | NA | 14.43 | NA | NA | NA | NA | NA | … | … | 13.47 | 16.75 | 21.96 |
| Draw Down(%) | NA | 9.63 | NA | NA | NA | NA | NA | … | … | 9.63 | 17.91 | 7.01 |
| Yield(%) | 0.00 | 2.98 | 2.08 | 1.25 | 0.62 | 0.42 | 0.31 | … | … | 2.59 | 2.69 | 0.64 |
Data as of 10/17/2024, Common starting date is 10/19/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPHLIX (FPHLIX) |
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 |
|---|---|---|---|---|
| FPHLIX (FPHLIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart