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
FROAX NA 4.87% NA NA NA NA NA
Data as of 09/23/2025, Common starting date is 12/15/2023
More Performance Analytics Comparison
Name Start Date End Date
FROAX 12/15/2023 09/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) 0.00 4.87 NA NA NA NA NA 0.34 11.55 0.76
Sharpe Ratio NA 0.53 NA NA NA NA NA -0.73 2.48 5.91
Standard Deviation(%) NA 3.46 NA NA NA NA NA 3.46 3.19 3.32
Draw Down(%) NA 3.40 NA NA NA NA NA 3.40 1.37 0.20
Yield(%) 0.00 7.33 4.78 2.87 1.43 0.96 0.72 3.55 10.36 0.37
Data as of 09/23/2025, Common starting date is 12/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FROAX (FROAX) 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
FROAX (FROAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return