Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUCHDX | NA | 21.08% | -2.78% | 4.06% | NA | NA | NA | … | … |
Data as of 08/21/2024, Common starting date is 07/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUCHDX | 07/02/2018 | 08/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | 21.08 | -2.78 | 4.06 | NA | NA | NA | … | … | 16.09 | 9.41 | -24.47 | 7.47 | 15.14 | 14.91 | -16.75 |
| Sharpe Ratio | NA | 1.70 | -0.39 | 0.10 | NA | NA | NA | … | … | 2.48 | 0.46 | -1.42 | 0.86 | 0.31 | 1.90 | -2.95 |
| Standard Deviation(%) | NA | 10.14 | 13.49 | 23.67 | NA | NA | NA | … | … | 9.11 | 11.39 | 18.30 | 8.65 | 48.47 | 7.10 | 10.91 |
| Draw Down(%) | NA | 10.03 | 33.24 | 46.34 | NA | NA | NA | … | … | 4.89 | 13.42 | 29.71 | 10.06 | 46.34 | 4.31 | 21.99 |
| Yield(%) | 0.00 | 8.22 | 3.84 | 3.06 | 1.42 | 0.95 | 0.71 | … | … | 5.70 | 8.02 | 1.84 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/21/2024, Common starting date is 07/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUCHDX (FUCHDX) |
-5.52%
Apr 2021 – Apr 2024 |
-1.80%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUCHDX (FUCHDX) |
12.45%
Dec 2018 – Dec 2021 |
3.30%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart