Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSFJX | 22.44% | 44.99% | 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 |
|---|---|---|
| FSFJX | 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 (%) | -2.87 | 44.99 | NA | NA | NA | NA | NA | … | … | 22.44 | 13.03 | -0.71 |
| Sharpe Ratio | NA | 2.09 | NA | NA | NA | NA | NA | … | … | 2.27 | 0.40 | -0.35 |
| Standard Deviation(%) | NA | 20.57 | NA | NA | NA | NA | NA | … | … | 23.83 | 25.23 | 18.52 |
| Draw Down(%) | NA | 12.81 | NA | NA | NA | NA | NA | … | … | 12.81 | 26.90 | 5.96 |
| Yield(%) | 0.00 | 13.23 | 6.81 | 4.09 | 2.04 | 1.36 | 1.02 | … | … | 0.00 | 12.57 | 8.98 |
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 |
|---|---|---|---|---|
| FSFJX (FSFJX) |
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 |
|---|---|---|---|---|
| FSFJX (FSFJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart