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
FTUVZX NA -16.86% NA NA NA NA NA
Data as of 06/03/2022, Common starting date is 03/05/2021
More Performance Analytics Comparison
Name Start Date End Date
FTUVZX 03/05/2021 06/03/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021
Annualized Return (%) -0.74 -16.86 NA NA NA NA NA -13.47 -0.88
Sharpe Ratio NA -0.94 NA NA NA NA NA -0.87 -0.17
Standard Deviation(%) NA 18.04 NA NA NA NA NA 31.48 6.77
Draw Down(%) NA 21.66 NA NA NA NA NA 17.39 5.91
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2022, Common starting date is 03/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTUVZX (FTUVZX) 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
FTUVZX (FTUVZX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return