Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSFGX | 22.57% | 45.36% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/11/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSFGX | 10/11/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | 45.36 | NA | NA | NA | NA | NA | … | … | 22.57 | 13.33 | -0.66 |
| Sharpe Ratio | NA | 2.11 | NA | NA | NA | NA | NA | … | … | 2.29 | 0.42 | -0.32 |
| Standard Deviation(%) | NA | 20.55 | NA | NA | NA | NA | NA | … | … | 23.82 | 25.25 | 19.27 |
| Draw Down(%) | NA | 12.80 | NA | NA | NA | NA | NA | … | … | 12.80 | 26.88 | 5.95 |
| Yield(%) | 0.00 | 13.22 | 6.84 | 4.10 | 2.05 | 1.37 | 1.03 | … | … | 0.00 | 12.57 | 9.06 |
Data as of 06/09/2026, Common starting date is 10/11/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFGX (FSFGX) |
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 |
|---|---|---|---|---|
| FSFGX (FSFGX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart