Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSXYMX | -1.06% | 1.20% | 0.13% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSXYMX | 05/05/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 1.20 | 0.13 | NA | NA | NA | NA | … | … | -1.06 | 3.60 | -6.25 | 6.89 | -3.21 |
| Sharpe Ratio | NA | -0.84 | -0.59 | NA | NA | NA | NA | … | … | -2.42 | 0.26 | -1.64 | 0.49 | -0.97 |
| Standard Deviation(%) | NA | 2.14 | 5.31 | NA | NA | NA | NA | … | … | 2.13 | 2.88 | 7.81 | 5.46 | 7.03 |
| Draw Down(%) | NA | 1.76 | 12.15 | NA | NA | NA | NA | … | … | 1.75 | 2.03 | 11.62 | 3.35 | 8.94 |
| Yield(%) | 0.00 | 0.00 | 6.49 | 4.33 | 2.16 | 1.44 | 1.08 | … | … | 0.00 | 0.00 | 17.16 | 3.14 | 1.80 |
Data as of 06/09/2026, Common starting date is 05/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSXYMX (FSXYMX) |
-0.29%
Jul 2022 – Jul 2025 |
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 |
|---|---|---|---|---|
| FSXYMX (FSXYMX) |
2.44%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart