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
FRMZLX NA 16.73% NA NA NA NA NA
Data as of 09/24/2021, Common starting date is 03/01/2019
More Performance Analytics Comparison
Name Start Date End Date
FRMZLX 03/01/2019 09/24/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -0.54 16.73 NA NA NA NA NA 8.49 11.16 -0.29
Sharpe Ratio NA 2.84 NA NA NA NA NA 2.15 0.25 -0.33
Standard Deviation(%) NA 5.88 NA NA NA NA NA 5.49 42.68 5.21
Draw Down(%) NA 3.75 NA NA NA NA NA 3.06 40.61 4.95
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/24/2021, Common starting date is 03/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRMZLX (FRMZLX) 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
FRMZLX (FRMZLX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return