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
FRCYDX NA 20.86% NA NA NA NA NA
Data as of 08/09/2024, Common starting date is 08/12/2022
More Performance Analytics Comparison
Name Start Date End Date
FRCYDX 08/12/2022 08/09/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) -0.08 20.86 NA NA NA NA NA 14.05 25.75 -5.74
Sharpe Ratio NA 1.34 NA NA NA NA NA 1.52 1.76 -0.72
Standard Deviation(%) NA 12.69 NA NA NA NA NA 13.45 12.32 23.14
Draw Down(%) NA 8.57 NA NA NA NA NA 8.42 10.10 15.73
Yield(%) 0.00 1.10 0.92 0.55 0.28 0.18 0.14 1.05 1.13 0.47
Data as of 08/09/2024, Common starting date is 08/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRCYDX (FRCYDX) 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
FRCYDX (FRCYDX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return