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
FRWSQX NA 18.68% NA NA NA NA NA
Data as of 10/15/2021, Common starting date is 07/14/2020
More Performance Analytics Comparison
Name Start Date End Date
FRWSQX 07/14/2020 10/15/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020
Annualized Return (%) 1.62 18.68 NA NA NA NA NA 11.29 11.96
Sharpe Ratio NA 1.74 NA NA NA NA NA 1.37 2.25
Standard Deviation(%) NA 10.72 NA NA NA NA NA 10.54 11.99
Draw Down(%) NA 4.79 NA NA NA NA NA 4.23 6.13
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/15/2021, Common starting date is 07/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRWSQX (FRWSQX) 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
FRWSQX (FRWSQX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return