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
FUBWOX NA 65.33% NA NA NA NA NA
Data as of 11/04/2021, Common starting date is 11/06/2019
More Performance Analytics Comparison
Name Start Date End Date
FUBWOX 11/06/2019 11/04/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) -1.74 65.33 NA NA NA NA NA 44.95 -56.04 2.26
Sharpe Ratio NA 2.80 NA NA NA NA NA 2.76 -0.73 1.13
Standard Deviation(%) NA 23.35 NA NA NA NA NA 19.95 76.65 13.59
Draw Down(%) NA 14.35 NA NA NA NA NA 14.35 76.89 5.47
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/04/2021, Common starting date is 11/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUBWOX (FUBWOX) 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
FUBWOX (FUBWOX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return