Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUBSPX | NA | 10.15% | NA | NA | NA | NA | NA | … | … |
Data as of 07/05/2024, Common starting date is 07/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUBSPX | 07/07/2022 | 07/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 10.15 | NA | NA | NA | NA | NA | … | … | 4.01 | 7.68 | -10.44 |
| Sharpe Ratio | NA | 0.55 | NA | NA | NA | NA | NA | … | … | 0.45 | 0.18 | -1.50 |
| Standard Deviation(%) | NA | 11.39 | NA | NA | NA | NA | NA | … | … | 9.70 | 18.92 | 15.07 |
| Draw Down(%) | NA | 9.00 | NA | NA | NA | NA | NA | … | … | 6.54 | 19.47 | 20.19 |
| Yield(%) | 0.00 | 5.17 | 2.79 | 1.68 | 0.84 | 0.56 | 0.42 | … | … | 2.49 | 5.16 | 1.51 |
Data as of 07/05/2024, Common starting date is 07/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUBSPX (FUBSPX) |
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 |
|---|---|---|---|---|
| FUBSPX (FUBSPX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart