Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRWUSX | NA | 37.10% | NA | NA | NA | NA | NA | … | … |
Data as of 10/19/2021, Common starting date is 07/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRWUSX | 07/15/2019 | 10/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.66 | 37.10 | NA | NA | NA | NA | NA | … | … | 21.73 | 20.71 | 4.02 |
| Sharpe Ratio | NA | 1.24 | NA | NA | NA | NA | NA | … | … | 0.93 | 0.36 | 0.44 |
| Standard Deviation(%) | NA | 29.92 | NA | NA | NA | NA | NA | … | … | 30.03 | 56.73 | 17.36 |
| Draw Down(%) | NA | 15.95 | NA | NA | NA | NA | NA | … | … | 15.95 | 53.84 | 11.71 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 10/19/2021, Common starting date is 07/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRWUSX (FRWUSX) |
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 |
|---|---|---|---|---|
| FRWUSX (FRWUSX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart