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
FRNWF (Future plc) NA -7.60% -17.52% -16.39% 15.65% NA NA
Data as of 09/26/2025, Common starting date is 01/09/2014
More Performance Analytics Comparison
Name Start Date End Date
FRNWF (Future plc) 01/09/2014 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -10.88 -7.60 -17.52 -16.39 15.65 NA NA -23.59 35.52 -50.80 -62.21 79.60 1,825.60 0.00 0.00 0.00 -35.71 -12.50 -46.04
Sharpe Ratio NA -0.42 -0.44 -0.38 0.17 NA NA -1.75 1.46 -0.74 -1.28 1.47 5.06 0.00 0.00 -888.36 -0.81 -1.33 -0.59
Standard Deviation(%) NA 25.32 47.45 49.00 82.51 NA NA 19.23 21.89 74.42 50.01 53.97 243.23 NA NA 0.00 44.18 9.43 79.35
Draw Down(%) NA 24.16 56.19 84.89 84.89 NA NA 24.16 0.00 56.19 72.66 9.08 7.30 0.00 0.00 0.00 35.71 12.50 66.61
Yield(%) 0.00 0.90 0.37 0.22 1.13 0.35 0.27 0.74 0.52 0.26 0.08 0.08 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 01/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRNWF (Future plc) -41.69%
Jul 2021 – Jul 2024
-18.10%
Feb 2014 – Feb 2019
10.26%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRNWF (Future plc) 231.27%
Jul 2018 – Jul 2021
105.09%
Nov 2016 – Nov 2021
20.68%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return